Primavera® P6™ Project Management

Reference Manual
Version 6.2

Copyright © 1999 - 2008 Primavera. All rights reserved. The software described herein and this documentation is furnished under a Software License Agreement and may be used only in accordance with the terms of the Agreement. Except as provided in the applicable Software License Agreement, Primavera assumes no liability resulting from any omission or inaccuracies in this document or from use of the information obtained herein. Except as provided in the applicable Software License Agreement, Primavera does not assume any liability arising out of the application or use of any product described herein. Primavera reserves the right to make changes to any products described herein to improve reliability, function, or design, and reserves the right to revise this document and to make changes from time to time in content hereof with no obligation to notify any person of revisions or changes. Please send your comments to: Primavera Systems, Inc. Three Bala Plaza West Bala Cynwyd, PA 19004 Telephone: 1-610-667-8600 FAX: 1-610-667-7894 World Wide Web site: http://www.primavera.com The software products described in this document may not be copied, reproduced, modified, or distributed, except as indicated in the Software License Agreement. You may not reproduce the printed version of the User Documentation or other printed materials accompanying the software, except as expressly permitted in the Software License Agreement or in writing by Primavera. However, you are permitted to reproduce and distribute as many copies of the electronic version of the User Documentation, in printed and electronic format, as you reasonably require in support of your use of the software. U.S. Government Restricted Rights: If the software is acquired for or on behalf of the United States of America, its agencies and/or instrumentalities (“U.S. Government”), it is provided with RESTRICTED RIGHTS, as set forth in the Software License Agreement. Use, modification, reproduction, release, performance, display or disclosure of the software and accompanying documentation by the U.S. Government are subject to the restrictions set forth in the Software License Agreement. Trademarks: Primavera, the Primavera sundial, Authorized Representative, Solution Provider, Business Solutions for a Project-Driven World logos, P6, P5, P3, Primavera Project Manager, Primavera ProSight, Primavera Contract Manager, Pertmaster, Primavera Cost Manager, Evolve, Primavera Contractor, Primavera Inspire, Claim Digger and SureTrak are either trademarks, services marks or registered trademarks of Primavera in the United States and/or other countries. All other trademarks mentioned herein are the property of their respective owners. To view the P6 Commercial Notices and Disclosures for Documentation, go to the \Documentation\<language>\Notices and Disclosures folder located in the \Documentation\<language> folder of the P6 physical media or download.

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Table of Contents
Preface................................................................................................. xi
Primavera Products .............................................................................................xii Using Documentation and Help.......................................................................... xv Where to Get Support ......................................................................................xviii

Part 1: Overview and Configuration
Understanding Project Management ...............................................21
Why Use Project Portfolio Management? .......................................................... 22 Your Role in the Enterprise................................................................................. 23 Project Management Process Overview.............................................................. 26 Planning, Controlling, and Managing Projects ................................................... 28

Quick Tour..........................................................................................31
Getting Started .................................................................................................... 32 Selecting a Language .......................................................................................... 36 The Workspace.................................................................................................... 37 What Is a Layout? ............................................................................................... 40 Customizing Displays ......................................................................................... 42 Sample Layouts................................................................................................... 44 Using Wizards..................................................................................................... 46

Setting User Preferences....................................................................49
Formatting Time Units........................................................................................ 50 Formatting Dates................................................................................................. 52 Setting View Currency and Symbols .................................................................. 53 Setting Mail Preferences ..................................................................................... 54 Implementing Wizards ........................................................................................ 55 Creating a Log of Tasks and Setting Startup, Group and Sort, and Column Options...................................... 56 Changing Your Password .................................................................................... 58 Setting Profile and Spreadsheet Data Options .................................................... 60 Setting Calculation Options for Resource and Role Assignments...................... 62 Selecting Startup Filters...................................................................................... 64

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Part 2: Structuring Projects
Setting Up the Enterprise Project Structure ...................................67
Enterprise Project Structure Overview................................................................ 68 Setting Up the Enterprise Project Structure ........................................................ 75 Adding a New Project to the Enterprise Project Structure.................................. 77 Using Project Architect ....................................................................................... 79 Working with the Enterprise Project Structure ................................................... 87 Defining Enterprise Project Structure Details..................................................... 92

Setting Up the Organizational Breakdown Structure ..................103
The Enterprise OBS .......................................................................................... 104 Viewing an OBS................................................................................................ 107 Setting Up an OBS ............................................................................................ 109 Editing OBS Elements ...................................................................................... 112

Defining Resources and Roles.........................................................115
Resources Overview.......................................................................................... 116 Viewing and Adding Resources ........................................................................ 117 Defining Resource Shifts .................................................................................. 124 Defining and Assigning Resource Codes and Values ....................................... 125 Setting Up Roles ............................................................................................... 128 Assigning Roles to Resources........................................................................... 133 Defining Custom Resource Curves ................................................................... 135

Reviewing Work Breakdown Structures .......................................139
The Enterprise WBS ......................................................................................... 140 Viewing a WBS................................................................................................. 142 Grouping by WBS Path..................................................................................... 144 Adding WBS Elements and Assigning Properties ............................................ 145 Using WBS Milestones ..................................................................................... 149 Assigning WBS Category Values...................................................................... 151 Defining Earned Value Settings for Specific WBS Elements ........................... 152 Assigning Estimation Weights to WBS Elements ............................................ 155

Defining Budgets ..............................................................................159
Top-Down Budgeting........................................................................................ 160 Establishing Budgets......................................................................................... 163 Establishing a Monthly Spending Plan ............................................................. 165 Tracking Budget Changes ................................................................................. 167 Establishing Funding......................................................................................... 169 Tracking and Analyzing Budgets...................................................................... 172

Establishing Project Codes..............................................................173
Defining and Assigning Project Codes ............................................................. 174 Grouping, Summarizing, and Filtering by Codes ............................................. 179

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Working with User-Defined Fields .................................................183
Creating User-Defined Fields ........................................................................... 184 Working with User-Defined Fields ................................................................... 186 Working with Indicators.................................................................................... 188

Creating Calendars ..........................................................................191
Adding Calendars.............................................................................................. 192 Modifying Calendars ........................................................................................ 194

Part 3: Implementing the Schedule
Establishing Activity Codes ............................................................201
Creating Activity Codes and Values ................................................................. 202 Grouping and Summarizing by Codes.............................................................. 207

Working with Activities ...................................................................211
Activities Overview .......................................................................................... 212 Adding Activities .............................................................................................. 213 Defining General Activity Information............................................................. 215 Defining Schedule Information......................................................................... 219 Establishing Relationships ................................................................................ 223 Displaying Activity Details for Assignments ................................................... 229 Assigning Resources and Roles ........................................................................ 230 Assigning Resource Curves to Resource or Role Assignments........................ 234 Manually Planning Future Period Assignments ............................................... 235 Assigning Activity Codes and Adding Expenses ............................................. 241 Viewing Activity Feedback and Posting Resource Notes................................. 243 Assigning Work Products and Documents........................................................ 245 Adding Steps..................................................................................................... 246 Creating and Assigning Activity Step Templates ............................................. 248 Viewing Activity Summaries ............................................................................ 251 Viewing Contract Manager Documents ............................................................ 252 Using Global Change ........................................................................................ 253

Working with Cost Accounts and Project Expenses.....................257
Cost Account and Expense Overview............................................................... 258 Setting Up a Cost Account Structure ................................................................ 259 Adding Expenses and Entering Cost Information ............................................ 263 Defining Expense Details.................................................................................. 266 Analyzing Costs ................................................................................................ 268

Performing Top-Down Estimation .................................................271
Performing Top-down Estimation..................................................................... 272 Applying Saved Top-Down Estimates To a Project.......................................... 276

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Part 4: Updating and Managing the Schedule
Managing Baselines .........................................................................281
Creating and Maintaining Baselines ................................................................. 282 Assigning Baselines to Projects ........................................................................ 286 Comparing Current and Baseline Schedules..................................................... 288 Updating Baselines ........................................................................................... 290

Updating, Scheduling, and Leveling...............................................295
The Update Process........................................................................................... 296 Choosing a Method of Updating ....................................................................... 298 Highlighting Activities for Updating ................................................................ 302 Updating Progress for Spotlighted Activities ................................................... 304 Estimating Progress Automatically................................................................... 306 Updating Using Timesheets .............................................................................. 309 Updating Activities Manually ........................................................................... 314 Interrupting Activity Progress........................................................................... 320 Applying Actuals .............................................................................................. 322 Storing Period Performance (Past Period Actuals) ........................................... 324 Scheduling Projects........................................................................................... 328 Leveling Resources ........................................................................................... 333 Recalculating Resource and Role Assignment Costs ....................................... 337 Managing Resource Assignments ..................................................................... 339

Summarizing Projects .....................................................................341
Setting Summarization Options ........................................................................ 342 Summarizing Project Data ................................................................................ 343

Project Issues and Thresholds ........................................................351
Adding Issues.................................................................................................... 352 Assigning Tracking Layouts to Issues .............................................................. 356 Using the Issue Navigator ................................................................................. 357 Adding Thresholds ............................................................................................ 358 Threshold Parameter Definitions ...................................................................... 361 Monitoring Thresholds...................................................................................... 365 Assigning Tracking Layouts to Thresholds ...................................................... 366

Managing Risks................................................................................367
Adding Risks..................................................................................................... 368 Calculating Exposure Values ............................................................................ 370 Calculating a Risk’s Impact .............................................................................. 371 Creating and Deleting Risk Types..................................................................... 372 Customizing Risk Layouts ................................................................................ 373

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Maintaining a Project’s Document Library ..................................375
Viewing a Document Library and Adding/Deleting Work Products and Documents............................................ 376 Specifying Document Location References...................................................... 378 Assigning Work Products and Documents........................................................ 379

Tracking Projects .............................................................................381
Creating Tracking Layouts................................................................................ 382 Working with Tracking Layouts ....................................................................... 385 Customizing Tracking Layouts ......................................................................... 386 Grouping, Sorting, and Filtering Data in Tracking Layouts ............................. 388

Comparing Projects with Schedule Comparison ..........................391
Schedule Comparison Overview....................................................................... 392 Comparing Projects/Baselines .......................................................................... 393 Comparison Data .............................................................................................. 400

Creating and Using Reflections ......................................................407
Reflection Overview ......................................................................................... 408 Creating and Using Reflections ........................................................................ 409 Reflection Guidelines........................................................................................ 413

Checking Projects In and Out.........................................................415
Managing Remote Projects ............................................................................... 416 Checking Out Projects ...................................................................................... 417 Checking In Projects ......................................................................................... 419

Part 5: Customizing Projects
Working with Layouts .....................................................................425
Layout Types..................................................................................................... 426 Creating, Opening, and Saving Layouts ........................................................... 432 Exporting and Importing Layouts..................................................................... 433 Copying and Pasting Resource Spreadsheet Data to Microsoft Excel.............. 434

Grouping, Sorting, and Filtering Data...........................................435
Grouping Data................................................................................................... 436 Sorting Data ...................................................................................................... 440 Filtering Data .................................................................................................... 441

Customizing Layouts .......................................................................445
Modifying Columns .......................................................................................... 446 Adjusting the Timescale.................................................................................... 449 Formatting Gantt Charts.................................................................................... 452 Formatting Activity Network Layouts .............................................................. 460 Modifying Resource and Activity Usage Profile Settings ................................ 464

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Customizing Reports .......................................................................473
Reports Overview.............................................................................................. 474 Opening Reports ............................................................................................... 475 Creating and Modifying Reports....................................................................... 476 Using the Report Editor .................................................................................... 479 Adding Data Sources and Rows to Reports ...................................................... 483 Adding Text Cells to Reports ............................................................................ 487 Sorting Report Data Sources............................................................................. 495 Customizing a Report with the Report Editor: an Example.............................. 496 Using Report Groups ........................................................................................ 506 Setting Up Batch Reports.................................................................................. 507

Printing Layouts and Reports.........................................................509
Defining Page Settings ...................................................................................... 510 Previewing Layouts and Reports....................................................................... 514 Printing Layouts and Reports............................................................................ 515 Publishing Layouts and Reports in HTML Format........................................... 517

Publishing a Project On the Web ...................................................519
Project Web Site Overview ............................................................................... 520 Publishing a Project Web Site ........................................................................... 522 Customizing the Appearance of a Project Web Site ......................................... 524 Publishing Activity and Tracking Layouts........................................................ 525

Part 6: Importing and Exporting Data
Linking the Project Management and Contract Manager Modules ...................................................529
Linking the Project Management Module to Contract Manager ...................... 530 Linking a Project Management Project to a Contract Manager Project ........... 532 Importing Contract Manager Data to a Project Management Module Project . 534

Transferring Data to Other Project Management Module Users ..............................................537
Exporting Projects............................................................................................. 538 Exporting Roles or Resources........................................................................... 545 Importing Projects............................................................................................. 547 Importing Roles or Resources........................................................................... 567

Transferring Methodology Data.....................................................573
Exporting Methodologies.................................................................................. 574 Exporting Roles or Resources........................................................................... 576 Importing Methodologies.................................................................................. 578 Importing Projects as Methodologies ............................................................... 583 Importing Roles or Resources........................................................................... 588

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Transferring Data Using Microsoft Project Files..........................593
Exporting Projects............................................................................................. 594 Exporting Resources ......................................................................................... 602 Importing Projects from Microsoft Project....................................................... 607 Importing Resources from Microsoft Project ................................................... 618

Transferring Data Using Microsoft Excel Files.............................627
Exporting Project Data to Microsoft Excel....................................................... 628 Updating Project Data in Microsoft Excel........................................................ 635 Importing Projects from Microsoft Excel ......................................................... 638

Transferring Data Between P3 and the Project Management Module .....................................643
Exporting Projects to P3 3.x ............................................................................. 644 Importing P3 3.x Projects to the Project Management Module........................ 653

Transferring Data to Primavera Contractor Users ......................681
Exporting Projects............................................................................................. 682 Exporting Resources ......................................................................................... 685

Index..................................................................................................687

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Preface
In this preface:
Primavera Products Using Documentation and Help Where to Get Support

Primavera’s Project Management module is comprehensive, multiproject planning and control software, built on SQL, Oracle, and SQL Server Express server databases for enterprise-wide project management scalability. The module can stand alone for project and resource management, or it can be used with companion Primavera products to manage your project portfolios.

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Preface

Primavera Products
Primavera provides an integrated project portfolio management (PPM) solution consisting of role-specific tools to satisfy each team member’s needs, responsibilities, and skills. This solution uses standard Windows interfaces, client/server architecture, Web-enabled technology, and stand-alone (SQL Server Express) or network-based (Oracle and Microsoft SQL Server) databases. Primavera offers the following software components: Project Management The Project Management module enables users to track and analyze performance. It is a multiuser, multiproject system with scheduling and resource control capabilities supporting multi-tiered project hierarchies, resource scheduling with a focus on roles and skills, recording of actual data, customizable views, and userdefinable data. The module is ideal for organizations that need to simultaneously manage multiple projects and support multiuser access across a department or the entire enterprise. It supports an enterprise project structure (EPS) with an unlimited number of projects, activities, baselines, resources, work breakdown structures (WBS), organizational breakdown structures (OBS), user-defined codes, and critical-pathmethod (CPM) scheduling and resource leveling. Large-scale implementations for enterprise-wide project portfolio management use it with Oracle or SQL Server as the project database. For smaller implementations, you can use SQL Server Express. The module also provides centralized resource management. This includes resource timesheet approval and the ability to communicate with project resources who use the Timesheets module. In addition, the module provides integrated risk management, issue tracking, and management by threshold. The tracking feature enables users to perform dynamic cross-project rollups of cost, schedule, and earned value. Project work products and documents can be assigned to activities and managed centrally. The Report Wizard creates customized reports that extract specific data from its database.

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Preface

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Methodology Management The Methodology Management module is a system for authoring and storing methodologies, or project plan templates, in a central location. Project managers can select, combine, and tailor methodologies to create custom project plans. These customized methodologies can be imported into the Project Management module using the Project Architect wizard and used as templates for new projects. In this way, your organization can continually improve and refine methodology activities, estimates, and other information with each new project. Timesheets Primavera also provides a Web-based interproject communication and timekeeping system. As a team-level tool for project participants, Timesheets helps team members focus on the work at hand with a simple cross-project to-do list of their upcoming assignments. It also provides views of project changes and timecards for manager approval. Because team members use this module to enter upto-the-minute information about their assignments and record time against their workloads, project leaders can make crucial project decisions with the confidence that they have the most current information possible. P6 Web Access P6 Web Access provides browser-based access to project, portfolio, and resource data across the enterprise. Every web user can create customized dashboards that provide an individualized and focused view of the specific projects and categories of project data that are most relevant to their role in managing project portfolios, projects, and resources. Project Workspaces and Workgroups extend the model of customizable, focused data views by enabling designated project team members to create a uniform team view of data that relates to one specific project or to a subset of activities within a project. P6 Web Access provides access to a wide range of data views and features that enable Web users to manage their projects from initial concept review and approval through to completion. Primavera Web Services Primavera Web Services uses open standards, including XML, SOAP, and WSDL, to seamlessly integrate Primavera’s project management functionality into other applications. Using Primavera Web Services, organizations can share Primavera project management data between applications independent of operating system or programming language. For detailed information, see the Primavera P6 Web Services Administrator’s Guide.

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Preface

Primavera Integration API The Primavera Integration API (Application Programming Interface) is a Java-based API and server that enables developers to create client code that can directly and seamlessly access Primavera’s project management database. For detailed information, see the Primavera P6 Integration API Administrator’s Guide. Software Development Kit The Primavera Software Development Kit (SDK) enables users to integrate the data in the Project Management module database with external databases and applications. It provides access to the schema and to stored procedures that encapsulate business logic. The SDK supports the Open Database Connectivity (ODBC) standard and ODBC-compliant interfaces, such as OLE-DB and JDBC, for connecting to the project management database. The SDK must be installed on any computer that needs to integrate with the database. For detailed information, see the Primavera SDK Help. Schedule Comparison Schedule Comparison provides the capability to compare two projects, or a project and an associated baseline, to determine what data has been added, deleted, or modified from the schedules. Based on the data fields you select for comparison, this feature creates a project plan comparison report in one of three file formats. Schedule Comparison is automatically installed with the Project Management module. You can access it from the Tools menu. ProjectLink ProjectLink is a plug-in that enables Microsoft Project (MSP) users to work in the MSP environment while being connected to Primavera's enterprise features. The functionality enables users of MSP2002 and 2003 to open and save projects from or to the Project Management module database from within the MSP application. Moreover, MSP users have the ability to invoke Primavera's resource management within the MSP environment. ProjectLink benefits organizations that have a substantial amount of project data stored in MSP but require some users to have the additional functionality and optimized data organization available within Primavera applications.
Microsoft 2007 currently is not supported for use with Project Link.

Primavera - Project Management

then follow the steps in each successive chapter to build projects and project components. simple steps for getting started quickly. and resource vacation days Primavera . and create a standard set of roles based on skill requirements that you can assign to resources in all projects Establish and use a work breakdown structure (WBS) as the basis for the budget and spending information. add new projects to build the hierarchy. and report results throughout the project life cycle. refer to the What’s New in Project Management? topic of the Help. update projects as work gets underway. selecting. manage the resources required to complete the project plan. and define project properties. grouping. use and navigate the EPS. This part also provides a quick tour. Read the first chapter to become familiar with the process of PPM. and summarizing Define custom fields that enable you to track and report project data in fields customized for your business needs Create calendars that define national and organizational holidays.Preface xv Using Documentation and Help For a list of new features included in this version of the module. In addition.Project Management ■ ■ ■ ■ ■ ■ . monthly spending plans that show how budgets are distributed throughout project life cycles. open existing projects. This manual is organized as follows: Part 1: Overview and Configuration Provides an overview of project portfolio management. This book guides you through the process of planning and controlling projects using the Project Management module. specifications. and information about the standard layouts you can use to view project data. Part 2 describes how to ■ Use an organizational breakdown structure (OBS) in conjunction with the EPS to ensure that each project is effectively managed and that corresponding security measures are in place Establish the personnel and equipment required to perform the work. including instructions for configuring user workstation preferences. and layouts that track and analyze variance as projects progress Set up project codes to categorize projects for organizing. Part 2: Structuring Projects Includes the basics about the enterprise project structure (EPS) and describes how to set up this structure. project-specific work/nonworkdays. and milestones within the EPS Establish project budgets and the funding sources behind them. set up codes and documents. define unlimited hierarchical resource codes for grouping and rollups.

dates. and create global cost accounts to track activity costs and earned value according to your organization’s specific cost account codes Assign estimation weights to WBS elements and activities to perform top-down estimation ■ ■ Part 4: Updating and Managing the Schedule Describes how to establish baseline plans against which you can track project cost. and performance data.xvi Preface Part 3: Implementing the Schedule Describes how to define a set of codes you can use to categorize project activities for organizing. activity relationships. costs. grouping. activity types. and durations Catalog and track all project-related documents and deliverables. or nonresource costs. Part 3 also explains how to ■ Establish the activities that compose projects and apply durations. associated with a project. and track the schedule by setting up additional layouts to monitor project status Compare projects and baselines to determine the project data that has been updated Check projects in and out of the module to maintain the most up-todate project data possible throughout the enterprise ■ ■ ■ ■ ■ ■ ■ Primavera . selecting. and summarizing. either manually or by defining project thresholds. resource information. and how to schedule and level projects Summarize and save project data “on-the-fly” or at a regularly scheduled interval you specify Establish issues. schedule. and earned value reporting Update projects by applying actual dates directly to activities or by using timesheet data from the Timesheets module. which monitor project data according to measures you specify Calculate the effect that a project risk—a concern or uncertainty about a project or one of its components—will have on a project’s schedule.Project Management . or known problems within a project plan. and other activity details Set up the expenses. summarization. Part 4 also explains how to ■ Create baselines to use for comparison.

and Primavera Contract Manager users. ■ Part 6: Importing and Exporting Data Describes how to: ■ exchange project and methodology data with other Primavera Project Management and Methodology Management users using Primavera’s propriety exchange format (XER). exchange project data with Microsoft Project or Microsoft Excel. Primavera . and step-by-step instructions for specific project tasks. choosing Hint Help.Preface xvii Part 5: Customizing Projects Describes how to: ■ ■ ■ customize layouts for analysis and easier data entry display specific information about project produce reports that detail or summarize project information and answer key questions that arise as the project progresses. Access Hint Help by clicking the Display Options bar. exchange project data between the Project Management module and Primavera Project Planner (P3). and then clicking a value in a column. Help also includes Hint Help for column values in various windows. detailed descriptions of windows and dialog boxes. ■ ■ ■ Project Management Help Provides an extensive online help system to supplement the documentation.Project Management . exchange project data with other Primavera Project Management users using Primavera XML files. Use Help to access general information about program options. publish a project on the World Wide Web. Primavera Contractor.

Primavera . Office Time Zone Hours 8:00–8:00 (Mon–Fri) 9:00–2:00 (Sat) 8:30–6:30 (Mon–Thur) 8:30–5:30 (Fri) 8:00–5:00 (Mon–Fri) Telephone +1-610-668-3030 FAX +1-610-667-0652 E-mail Address* support@primavera.asp provides support and product information. All Primavera products are backed by comprehensive support and training.com/customer/index. ET Pennsylvania.com Bala Cynwyd. UK GMT +44-20-8563-5555 +44-20-8563-5543 support@primavera. such as knowledgebases.com *Primavera's Web site at http://www. Please provide your Primavera product serial number when contacting Primavera. USA London. contact Primavera Customer Support at the times and locations listed below.xviii Preface Where to Get Support If you have a question about using Primavera products that you or your network administrator cannot resolve with information in the documentation or Help. In the United States.primavera. Each interaction is logged to help Primavera resolve your questions quickly. Primavera periodically and randomly monitors technical support calls to ensure that you receive the highest quality support.Project Management . file downloads.com Hong Kong GMT +8 +852-2111-8299 +852-2111-9477 support@primavera. England. user group and newsgroup information. and a product enhancement request form.

Part 1 Overview and Configuration In this part: Understanding Project Management Quick Tour Setting User Preferences .

and provides an overview of the methods used to successfully manage and control projects.R ead this part to learn more about project portfolio management. It also defines the various enterprise-wide project management roles. The “Setting User Preferences” chapter explains how to customize the module to fit your special needs. explains how these roles can use other Primavera applications to achieve their project goals. “Quick Tour” introduces key project portfolio management concepts and explains how to perform basic tasks. such as opening a new project and using wizards. “Understanding Project Management” discusses Primavera’s enterprise approach to managing projects. .

. and the basic concepts for planning. These integrated applications use project portfolio management (PPM) to support the management needs of project teams in different locations and at varying levels of the enterprise. managing. and controlling your projects. Controlling. and Managing Projects Primavera software products are designed to support the project management needs of organizations that manage large numbers of projects at one time. This chapter provides an overview of PPM.21 Understanding Project Management In this chapter: Why Use Project Portfolio Management? Your Role in the Enterprise Project Management Process Overview Planning. the roles used in PPM.

is driving corporations to develop and implement PPM processes. from executive-level summaries to detailed plans by project. They are moving away from a traditional functional structure to a multipleproject organization that must achieve clear. and they need the fastest business payback from those projects to realize potential revenue and increase shareholder equity. but urgent goals. and evaluate long-term staffing requirements Use skilled resources effectively and productively Reorganize projects to fit shifting priorities without sacrificing quality ■ ■ Primavera . making project portfolio management (PPM) an enterprise-wide challenge. PPM enables an organization to ■ ■ ■ Make strategic business decisions Control the minute detail that is necessary to finish projects Understand current resource demands. These projects cross normal business hierarchies and chains of command. The pressure to complete projects on time and within budget. set priorities. shared resources.Project Management . By putting the right tool in the right hands. using limited. and maintain a competitive edge. informed decisions that support their corporate mission. record. and communicate reliable information and make timely. Individuals across all levels of the company can analyze. PPM provides comprehensive information on all projects in an organization.22 Part 1: Overview and Configuration Why Use Project Portfolio Management? Large businesses typically have hundreds—even thousands—of projects underway at one time to create the new products and services that build their future.

roles. configuring. maintain data integrity. they manage user access to enterprise data and develop and maintain a comprehensive security policy to ensure that PPM data are protected from unauthorized access. In addition. and set interoperability standards.Project Management . or damage. theft. managing. Roles may vary or overlap depending on the organization. Network administrators Network administrators configure an enterprise’s network environment (local. and upgrading database server software and related products as required Creating and implementing the database Implementing and maintaining database security. including creating and maintaining users. They install and maintain the server and client components of the applications. Database administrators ensure reliable access to the Primavera database by ■ Installing. They set and oversee rules governing use of corporate databases.Understanding Project Management 23 Your Role in the Enterprise By definition. The following section describes the enterprise roles as they typically apply to the Primavera applications. PPM must meet the needs of several types of users. and assigning access rights for the Primavera database. Network administrators ensure that the hardware and software supporting Primavera applications function reliably by ■ Setting up and maintaining the network to ensure reliable connections and the fastest possible data transfer Creating and maintaining accurate lists of network resources and users so that each has a unique network identity ■ Database administrators Database administrators (DBAs) are responsible for setting up. and privileges for the database Monitoring database performance and tuning as needed Planning for growth and changes and establishing and maintaining backup and recovery policies and procedures ■ ■ ■ ■ Primavera .and wide-area networks) for optimal performance with Primavera applications.

resource. and define enterprisewide custom fields and codes in the Project Management module Working with the project administrator to create user accounts and user groups for the Project Management module Assigning security rights to users in the Project Management module ■ ■ ■ Program managers Program managers oversee several high-level project managers. they are responsible for multiple projects and use the Project Management and Methodology Management modules. set up basic calendars. They use the Project Management module and the Portfolios section of P6 Web Access to analyze schedule.24 Part 1: Overview and Configuration Operations executives Operations executives are responsible for strategic planning and ongoing performance analysis. They play a key role during implementation by ■ Working with operations executives and program/project managers to set up methodologies in the Methodology Management module Working with operations executives and program/project managers to structure project. and resource hierarchies.Project Management . and cost data across projects. along with P6 Web Access to: ■ ■ ■ ■ Perform cross-project analysis Manage projects to on-time and on-budget completion Prioritize resources across projects Plan projects before they are funded Primavera . Senior executives may be responsible for ■ ■ ■ ■ Prioritizing projects The profit/loss for a specific business entity Funding and go/no-go decisions about projects Strategic planning over the future of the business or division Project controls coordinators Project controls coordinators are responsible for ensuring that Primavera applications are implemented properly and operate smoothly. organizational breakdown structure (OBS).

Cost managers perform detailed financial analysis of projects. hiring. and the Resource section of P6 Web Access. Primavera . documents. and P6 Web Access. They are responsible for resource planning. complex project. activities. They are responsible for on-time/on-budget completion of the projects and use the Project Management module and P6 Web Access to ■ Allocate specific named resources to a project in conjunction with the functional manager of those resources Communicate project information both up and down the chain of command Manage resources related to the project ■ ■ Resource/cost managers Resource managers allocate resources across projects and distribute their workloads. repetitive projects or a single. and they may be responsible for loading resource information in the Project Management module. handle project billing. typically when the duration is less than the planning period of the project. including recruiting. Team leaders Team leaders manage the work for a portion of a larger project. to prioritize short-term tasks or objectives. and integrate financial information within the company. They are managers who produce work and manage a team. Once activities are added to the schedule. Team members Team members are trained in a specific skill required on a project. and they often use the Project Management and Timesheets modules. They work with their manager to develop activities and durations for incorporation into the schedule. the Methodology Management module. team members update them using the Timesheets module to indicate the work they performed during designated accounting periods. Team members may also use personalized dashboards in P6 Web Access to quickly access their projects.Project Management . and training resources.Understanding Project Management 25 Project managers Project managers manage multiple small. and more.

Primavera . Once the OBS is established. so the security profiles that monitor data access by project participants can be established early on in the process. The hierarchical structuring of data serves as the foundation before the addition of actual project data. working with operations executives and program/project managers. the EPS can be set up. For each project. An EPS can consist of multiple root nodes. to categorize the types of templates projects. such as Capital Improvement projects and Manufacturing projects. which enable particular types of projects to be grouped together. Project controls coordinators.26 Part 1: Overview and Configuration Project Management Process Overview When contractors develop plans for a building. Within each root node. The following is a suggested sequence for setting up these structures: ■ Set up the organizational breakdown structure (OBS). see the Administrator’s Guide. Set up the enterprise project structure (EPS). This is also a true for building projects using the Project Management module.Project Management . you can further break down an EPS into multiple EPS nodes. which is the hierarchical arrangement of your company’s management structure. Setting up the OBS first enables association of the responsible managers with their areas of the EPS—either nodes or projects—when the EPS is structured. User access and privileges to nodes and projects within the EPS hierarchy are also implemented via a responsible OBS. one of the first steps is laying a foundation. such as project templates or high-risk projects. set up the work breakdown structure (WBS). either as roles or individuals. ■ ■ ■ For information about setting up security. which is a hierarchical arrangement of the products and services produced during and by a project. which is the hierarchical structure that identifies the company-wide projects and enables organization and management of those projects in your organization. Set up a resource hierarchy that reflects your organization’s resource structure and supports the assignment of resources to activities. structure the OBS and EPS hierarchies.

you can change the assignment(s). The WBS extends beyond the project level—all activities in the project have a WBS association. Primavera . The following example represents how the OBS. When you create projects. you can use the preestablished budget amounts and funding information you set for WBS elements for their project and activity counterparts. budgets. EPS. You can set anticipated project dates. The responsible manager used for the root node in the EPS branch is used as the default for the EPS nodes and projects for that branch.Understanding Project Management 27 The WBS acts as a continuation of the EPS for the individual projects in the enterprise. A WBS provides organization and control of project and activity information through a hierarchy of WBS elements. see the applicable chapters in Part 2. In addition. and spending plans for a WBS at a high level to indicate when the work should occur and how much its planned budget and monthly spending will be before any projects are added to the EPS. and WBS structures interrelate within one branch of the EPS. the Project Management module automatically creates a WBS element at the same hierarchy level and with the same name as the project.Project Management . For details on setting up these structures.

project management is the process of achieving set goals within the constraints of time. team members and other project participants should understand the processes involved in project management and the associated recommendations that help smooth the Primavera implementation that supports your corporate mission. Resources include ■ ■ ■ ■ ■ ■ ■ People Materials Money Equipment Information Facilities Roles Project portfolio management factors in all of these variables across multiple projects. enabling project managers and company executives to see an accurate picture of how each project’s resource use affects other projects. Planning the drive before you even left would help your trip be more successful. consider alternate routes. It allows you to get the most out of your available resources. Controlling. If you were driving to a place you had never seen. you would have already identified alternate ways to reach your destination.Project Management . would you get in the car without directions or a map? Probably not.28 Part 1: Overview and Configuration Planning. and staffing restrictions. and estimate your time of arrival. And. Primavera . along the way. Project management follows the same methodology and purpose—to achieve each project’s goals. Simply stated. you need to plan them in advance. budget. and Managing Projects Before implementing Primavera to schedule projects. More than likely you’d take the time to plan your trip. should you encounter road blocks or traffic delays. Good project management is no longer an option in today’s corporate world. It is a critical tool to help your company stay on target and accomplish its goals.

Project Management . to help you control the project. It allows you to compare the original schedule to the current one and identify significant changes and develop contingency plans. You’ll need to plan for downtime and holidays and determine the regular workweek for various staffing types. Primavera . A baseline provides a solid point of reference as your schedule changes over time. 1 What is the scope of the work? What activities will make up the project and what is their relationship to each other? You’ll also want to identify the major milestones that will help you monitor the project’s progress. 4 Who will perform what tasks? Determining your labor resources and their available workhours is a key part of building a successful project. think about all the types of resources you will require. You control a project to keep it heading in the right direction. 2 What is the project duration? What are the dates when the project will begin and end? 3 What resources are available to the project? Beyond labor. Controlling a project Once you have built your project and estimated your budgeting needs. compare them to your baseline. 5 How much will the project cost? What are the costs per resource? Are there any hidden project costs? 6 What is the estimated budget? Establishing a project budget estimate in advance helps you monitor possible cost overruns. and then recommend what actions should be taken. The answers to these questions form the framework of your project. or target schedule. You’ll want to track work progress and costs.Understanding Project Management 29 The process of project management is guided by three key principles: ■ ■ ■ Planning Controlling Managing Planning a project The first step in project management is to define your project. you save this original plan as a baseline.

This regular update will include progress on values such as ■ ■ ■ Dates on which activities started or finished Dates when resources are consumed Changes to resource rates Determine a standard policy for the update and scheduling procedure. when you will regularly update projects. acting at various times as a motivator. communicator. or biweekly. The Project Management module provides many tools to assist you in reporting progress to both team members and senior management. As you control the project’s progress. Select a day each week. It allows you to keep a close eye on possible problems before they become critical. It lets the project team and senior management view cost and scheduling timeframes based on the reality of the schedule. A good project manager wears many hats. In many ways.Project Management . coordinator. senior management can use the Portfolios section of P6 Web Access to summarize project data and easily capture a snapshot of how a project or group of projects is progressing. Consider the many system reports as a means for communicating change. ensuring that your project organization is carrying out its responsibilities for the best possible outcome. it is your job to keep your team aware of changes to the schedule and possible consequences. and advisor. Primavera .30 Part 1: Overview and Configuration Effective project control reaps many benefits. Use the Project Web Site option to create a central location where team members can view project progress. you are the project’s ambassador. and for reporting progress. Managing a project The process of guiding a project from start to finish is the responsibility of a project manager. In addition. To be an effective project manager also requires consistency when you update your projects.

. and using wizards to speed up your work.31 Quick Tour In this chapter: Getting Started Selecting a Language The Workspace What Is a Layout? Customizing Displays Sample Layouts Using Wizards This quick tour introduces you to the Project Management module and its workspace. opening a project. You will also learn the basic steps for starting the module. It discusses the layout approach to viewing data and includes samples to help you start creating your own layouts.

or select another database. 1 Type your login name. Passwords are case-sensitive and depend on selections in the Admin Preferences dialog box. Refer to the Administrator’s Guide for detailed instructions. If you do not know your login name and password. If the Enable Password Policy check box is cleared in the Admin Preferences dialog box. you are required to enter a password with a minimum length of 8 characters. 2 Type your password.Project Management . or open global data only. Project Management. open an existing project or the last open project. you must enter a valid login name and password. If the Enable Password Policy check box is marked in the Admin Preferences dialog box. Primavera. you are required to enter a password of up to 20 characters in length. Start the Project Management module Click Start. including one alpha and one numeric character. 4 Click to open the Welcome dialog box. Primavera . then choose Programs. see your system administrator. 3 Accept the database shown. Use the Welcome dialog box to create a new project. Log in Before using the module.32 Part 1: Overview and Configuration Getting Started The installation process guides you through setting up the module on your computer. Your login name can be up to 20 characters in length.

To turn this option back on. Mark the Do Not Show This Window Again checkbox if you do not want the Welcome dialog box to appear each time you open the module.Quick Tour 33 Click to select a different portfolio Starts the Create a New Project wizard for adding a new project Displays the Open Project dialog box for selecting an existing project or EPS node to open Opens the last project you used Opens the module without opening or creating a project. Choose File. Select a portfolio Select a project portfolio to view a group of projects that have a common characteristic. Select Project Portfolio to select a portfolio. choose Edit. then click the Application tab and mark the Show the Welcome Dialog at Startup checkbox. The last project used at startup automatically opens. A portfolio can contain any number of projects. Primavera . Only global data and administrative functions are available.Project Management . User Preferences.

You can change the table font. Primavera . Modify a portfolio Use the Project Portfolios dialog box to view and change general information about the selected portfolio. The top portion of the Project Portfolios dialog box contains information about all available portfolios. color. Project Portfolios to set up project portfolios. and row height.Project Management .34 Part 1: Overview and Configuration Click to change your portfolio display. and the lower portion is divided into two tabs that display specific information about a selected portfolio. or expand/collapse all bands. You can also add and delete portfolios. Choose Enterprise.

All Users means the portfolio is available to all users.Quick Tour 35 Select who can access the selected portfolio.Project Management . and Another User means only the specified user can access the portfolio. Current User means only the current user can access the portfolio. Click to remove projects from the selected portfolio. Primavera . Click to add projects to the selected portfolio.

dialog boxes.36 Part 1: Overview and Configuration Selecting a Language Use the Set Language dialog box to select the language in which to display the information in menus. This option does not affect the data you enter. and messages. Restart the Project Management module for the language change to work properly.Project Management . Primavera . choose Tools. Select a language To display the Set Language dialog box. this information appears exactly as typed. Set Language.

Click the buttons in the Command bar to perform various functions specific to the open window. Primavera . the Home workspace displays the main functions available in the module.Quick Tour 37 The Workspace When you first open a project. The workspace for each main window consists of a menu bar. Choose a menu to open a list of commands. navigation bar. and open Help quickly for a specific window. click Activities to focus on activity data and customize layouts. directory bar. Use the directory to switch your focus. display and hide the directory. and command bar. toolbar. For example.Project Management . Use the navigation bar to move between open windows. Use the toolbar to quickly access options that pertain to the window displayed and to change the look of your layout.

38 Part 1: Overview and Configuration Display the directory bar Use the directory to display windows quickly. Displays the Projects window. Use to globally review the global enterprise project structure (EPS). choose View. Displays the Activities window. Displays the Work Breakdown Structure window. and notify other team members of issues. Toolbars. Use to add or delete thresholds for the open project. Use to add or modify the open project's work breakdown structure (WBS). Toolbars. Directory Button Text. Use to produce reports for all projects or the open project. Displays the Project Thresholds window. Use to create and assign work products/documents for the open project. Use to add or delete issues for the open project. review issue history. and delete resources assigned to activities. Choose View. add. Directory. or calculate risks for the open project. Displays the Reports window. Use to display and create tracking layouts for the open project. to display or hide the directory bar. Display data at the enterprise level Primavera . Use to view. Displays the Project Expenses window. Use to add. Displays the Tracking window. Display data at the project level Displays the Work Products and Documents window.Project Management . Use to work with expense items for the open project. Displays the Project Issues window. Displays the Resources window. Use to work with activities in the open project. Use to add or modify your organization's resources. Displays the Resource Assignments window. To display or hide directory bar button text. and to work with individual projects. Displays the Project Risks window. delete.

The Forward button is available only after you use the Back button to redisplay a previous window. Toolbars. then click the last item in the group. The navigation bar is displayed or hidden when you choose View. hold down the Shift key. To use shortcut menus. choose View. right-click an element or the white space in any window.Quick Tour 39 Display the navigation bar Use the navigation bar to move between open windows. then choose the appropriate command. Navigation Bar Button Text. Primavera .Project Management . Displays the last window you opened Displays or hides the directory Opens Help Use shortcut menus Instead of using standard menus and buttons. Returns to the Home workspace Displays the next window in a series of windows you opened. you can also use the right mouse button to access frequently used commands. Navigation Bar. hold down the Ctrl key. then click each item you want to select. Select multiple items To select a group of items that are next to each other in the display. You can also use the navigation bar to display and hide the directory and open Help for the current window or dialog box. Toolbars. click the first item in the group. To display or hide navigation bar button text. To select multiple items that are not next to each other in the display.

You can also sort. For example. you create a unique layout. Use the Fill Down function to quickly copy and paste contents of rows in the Activity Table. Activity Usage Spreadsheet displays units. and activity groupings. filter. You can customize Gantt Chart bars. To customize a layout to meet specific needs. fonts. and group activities in the Activity Table. costs. allowing you to define a unique name for it so you can use the layout again with the current project or a different project. you can choose from a wide range of project information. Use this type of layout to review per period and rolled up activity resource/cost data. filter.Project Management . The Activity Network is displayed in the top layout only.40 Part 1: Overview and Configuration What Is a Layout? A layout is a customizable view of project information. such as dates. Each time you change the way data are presented in the top and bottom layouts. colors. The Gantt Chart is displayed in the top and bottom layouts. You can use filters and group data to see only those activities that occur in your current status cycle. Activity Details is displayed in the bottom layout only. including logical relationships. Activity Network provides a graphical display of activities. The Activity Table is displayed in the top and bottom layouts. colors. You can also group and filter activities in the Activity Network. show a Gantt Chart in the top layout and an Activity Table in the bottom layout. labels. and predecessor and successor relationships. or earned value data by activity over time. and symbols. You can also customize the Activity Table and Gantt Chart in the Projects window. The Activity Usage Spreadsheet is displayed in the top and bottom layouts. The module automatically prompts you to save a layout when you close it. Activity Details display detailed information for an activity you select in either the Activity Table or Activity Network. resource assignments. Activity Table displays activity information in spreadsheet format. and you can display these data in the top and/or bottom layouts. Use this type of layout to quickly update a project. For more information on using the Fill Down function in the Activity Table. and group activities in the Gantt Chart. see the Help. You can also sort. as well as change the font of the activity information and the color of the table background. Gantt Chart provides a graphical display of activity progress over the course of the project. and you can change the Activity Network colors and fonts. You can customize Activity Table columns. You can specify which information you want to display. Primavera . columns. You can also use Activity Details to enter and edit an activity’s information.

You can customize all aspects of the Activity Usage Profile display. You can customize all aspects of the Resource Usage Profile display. This profile is displayed in the bottom layout only. while the lower part displays the Activity Details. Use toolbar buttons to customize the layout. This profile is displayed in the bottom layout only. and in the Resource Analysis type layout in the Tracking window. Primavera . This spreadsheet is displayed in the bottom layout only. Trace Logic is displayed in the bottom layout only. To completely close the lower layout and view only the data in the top layout. click the Show/ Hide Bottom Layout button. Trace Logic provides a graphical display of dependency relationships for an activity you select in either the Activity Table or Activity Network. drag the horizontal split bar between the two layouts.Project Management . Activity Usage Profile displays a time distribution of activity units and costs in a Bar Chart format. Resource Usage Profile displays a time distribution of resource units and costs in relation to activities in a Bar Chart format. You can also filter activity and resource information. the top part of the window shows activity data in a Gantt Chart.Quick Tour 41 Resource Usage Spreadsheet displays resource data in spreadsheet format. In the sample layout above. To hide or show more of the information in each pane. You can also filter activity information in the Activity Usage Profile. This approach is helpful when you are updating and maintaining both your organization's resource hierarchy and individual resource information. You can also display a stacked histogram for the profile in the Activity window.

Primavera . For details about customizing layouts.42 Part 1: Overview and Configuration Customizing Displays Most windows and dialog boxes include a Display or Layout Options bar at the top of the screen that contains commands that enable you to customize the current display. such as resources and the work breakdown structure. You can switch your display from a hierarchical view to a list view when displaying information. Click the Layout Options bar to display a menu of the options available for the Activities window. To switch a display from hierarchy to list view. that is displayed in different levels. You can also access many of these commands from the View menu. click the leftmost column label that appears in the display. see “Customizing Layouts” on page 445.Project Management . Click this bar to display a menu of the commands available for that window or dialog box.

Primavera . you can also sort the displayed information by clicking any column label.Project Management . After you change a display to list view.Quick Tour 43 An outline symbol ( )in the leftmost column label indicates a hierarchy view. A triangle symbol ( ) in the leftmost column label indicates a list view.

Open. first open one of the projects from the sample database or your own database in the Activities window. To open a sample layout. Layout. Primavera .44 Part 1: Overview and Configuration Sample Layouts The sample database included with the module provides standard layouts that you can use with your own projects. In this sample layout.Project Management . you can view your project data based on the project’s work breakdown structure (WBS). then choose View.

or right-click to make changes to the data. Primavera .Quick Tour 45 This layout enables you to compare your current dates to your baseline dates. by predecessor and successor relationships.Project Management . Click the Activity Network boxes to move along the critical path of the project. This Activity Network layout enables you to view your project graphically.

You can specify whether you want wizards to help you add activities and resources. Other wizards are also available to create new projects. and building reports. These navigation buttons step you through the wizard. and define administrative preferences. Wizards are discussed in more detail in the appropriate chapters of this manual or in the Help. User Preferences. and set your choices in the Wizards section.46 Part 1: Overview and Configuration Using Wizards Wizards are a great way to speed up your work. doing most of the work for you. Primavera . export and import project data. Assistance. Click Prev to change your previous entries and Next to move forward. adding activities. mark this checkbox on the first dialog box of each wizard or choose Edit. They quickly guide you through repetitive steps. creating resources. If you prefer to work without wizards.Project Management . The module contains wizards for creating new projects.

Quick Tour 47 Set wizard options Choose Edit. click Cancel. To save your changes and close the wizard at any time. click Finish. Click the Assistance tab. Mark to use the New Activity Wizard. User Preferences. To close the wizard without saving your changes. Primavera . Navigate wizards To move between different wizard windows.Project Management . Mark to use the New Resource Wizard. click Prev or Next.

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and specify whether you want to use the latest calculated summarized data or the most current data in Activity/Resource Usage Spreadsheets and Profiles. and Column Options Changing Your Password Setting Profile and Spreadsheet Data Options Setting Calculation Options for Resource and Role Assignments Selecting Startup Filters You can tailor certain options to fit your specific needs. You can also indicate how you want to transfer information to and from e-mail installations of the module. . Group and Sort. indicate the format for displaying time units and dates. For example. and set startup display preferences.49 Setting User Preferences In this chapter: Formatting Time Units Formatting Dates Setting View Currency and Symbols Setting Mail Preferences Implementing Wizards Creating a Log of Tasks and Setting Startup. This chapter describes how to set these options. specify the currency to use for viewing costs.

Choose Edit. select the time unit used to display activity duration values. Primavera . the field name changes accordingly. if you select Day in the Units field. and resource/role prices and availability. Your choice determines how rates are displayed. User Preferences. Set time unit options In the Units Format section. Mark the Sub-Unit checkbox to include the next smallest time interval for the Unit of Time selected. specify the number of hours to use as a conversion factor when you display time unit fields in increments other than hours.Project Management . Mark to display the time unit abbreviation with the time/duration value. In the Durations Format section. For example. then click the Time Units tab. choose to show resource units per time as percentages or as units per duration. For example. For each time period. select the time unit used to display work efforts. the Sub-Units field displays Hours.50 Part 1: Overview and Configuration Formatting Time Units Time unit settings affect how time unit values are displayed in tracking layouts. This option is disabled when Show Unit label or Show Duration label is not marked. 4h/d is the same as 50 percent of an eight-hour day. You can also select the number of decimal places you want to include in time unit displays. availability. These fields are disabled when the Admin Preference 'Allow users to specify the number of work hours for each time period' is not selected. resource prices. activity durations. In the Units/Time Format section. and work efforts.

if you are an engineer and engineers use an 8-hour activity calendar. Conversely.see note below) are used to convert these input values to hours for database calculation and storage. activity durations may be displayed incorrectly when you view your activities in spreadsheets. if you enter time units in increments other than hours. Primavera .see note below). the Hours per Time Period settings on the Time Periods tab of Admin Preferences are used to calculate display values for time unit fields. In order to display time unit data accurately.Setting User Preferences 51 Define the Hours per Time Period Primavera calculates and stores time unit values in hourly increments. the Hours per Time Period settings (either Admin Preference or User Preference . you should set the Hours per Time Period values according to the activity calendar used by your role in the organization. When the option is not selected. the Project Management module converts the data based on the Hours per Time Period settings (either Admin Preference or User Preference .Project Management . enter 8 as the Hours/Day value. If you do not enter a value that corresponds to your role's activity calendar. reports. When you display or enter data in time unit fields in increments other than hours. For example. these fields are not editable. etc. If the Admin Preference (Time Periods tab) option 'Allow users to specify the number of work hours for each time period' is not selected.

months. Displays an example of your format preferences Specify date format Choose the date format you want to use. User Preferences. then choose how to display time values in date fields.52 Part 1: Overview and Configuration Formatting Dates Choose Edit. and years. Primavera . then click the Dates tab to specify how to display dates. Choose to exclude the time from date fields.Project Management . Mark the applicable checkboxes in the Options area to indicate how the selected date format should appear. select the character you want to use to separate days. In the Separator field.

The currencies available for viewing monetary units are defined by your administrator in the Currencies dialog box.Project Management . this may differ from the base currency used to store monetary values. Mark to include the symbol used for the currency.Setting User Preferences 53 Setting View Currency and Symbols Choose Edit. You must enter all cost data in the view currency selected in User Preferences. then click the Currency tab to specify the currency used to view cost data. Click to select the currency for viewing costs. User Preferences. Mark to show decimal values for costs. Primavera . and whether to show or hide the currency symbol and/or decimal values in cost values.

If you are using MAPI as the protocol. clear the Outgoing Mail Server (SMTP) field. Primavera .Project Management . then click the E-Mail tab to configure the module to transfer information to and from e-mail installations. type the Internet mail address for the user from whom the mail will be sent. Not needed for Internet mail This is typically the project administrator’s address. type the profile name in the Mail Login Name/Profile Name field. and type the Microsoft Exchange e-mail address of the person sending the e-mail notification in the User E-Mail Address field. Configure mail settings The module supports both MAPI (Messaging Application Interface) and SMTP (Internet) for sending issues to users via e-mail. Click Password to enter the password to the MAPI profile. When using SMTP. If you have a MAPI configuration. The profile name is set in Control Panel in the Mail Settings dialog box (accessible from the Mail and Fax icon) on the workstation running the module. In the User EMail Address field.54 Part 1: Overview and Configuration Setting Mail Preferences Choose Edit. User Preferences. select Internet. Select the applicable protocol for your mail system in the E-Mail Protocol field. In the Outgoing Mail Server (SMTP) field. type either the fully qualified domain name of the Internet mail server or its IP address.

you will need to use the current layout to add the information. Mark the checkboxes in the Wizards section to automatically display the New Resource Wizard when you add a new resource. then click the Assistance tab to enable the use of wizards when adding resources and activities. User Preferences. To discontinue a wizard’s use. mark the applicable checkbox again in the Assistance tab of the User Preferences dialog box. Once you feel comfortable adding resources and activities. and the New Activity Wizard when you add a new activity.Setting User Preferences 55 Implementing Wizards Choose Edit. Primavera . you can either clear the checkbox in this dialog box or mark the Do Not Show This Wizard Again checkbox in the wizard dialog box. To enable a wizard for future sessions. Set assistance options Wizards guide you through the steps necessary to complete a function. you may not need to use them.Project Management . If you clear one or both checkboxes and add a new resource or activity.

You must choose Show ID/ Code. or both. User Preferences.56 Part 1: Overview and Configuration Creating a Log of Tasks and Setting Startup.Project Management . You can also indicate whether to display the Issue Navigator dialog box. open the last project opened in your previous session. which contains outstanding issues that are generated based on your preset thresholds. and Column Options Choose Edit. Primavera recommends that you use the log file only with the assistance of Primavera Customer Support staff. which enables you to choose to create a new project. If you do not select a range. Mark to automatically create a log file called ERRORS. you can change this setting as your requirements change. Primavera . You can also set options for grouping and sorting. the Home workspace enables you to select the applicable window or layout for each session. and the Welcome dialog box. Select the range of financial periods available for display as columns. Group and Sort. Show Name/ Description. then click the Application tab to establish the default window and dialog box that displays when you start the module.LOG each time you work in the Project Make your selection based on the area in which you work most often. and to record the actions you perform to a log file. or display global/enterprise data only. Select Home if your work varies each day. all financial periods are viewable as columns. open an existing project. Set startup and log file options Select the window to display each time you start the module.

you can choose Reorganize Now from the Tools menu to apply the group and sort criteria to the updates in the current view. This user preference setting affects windows/dialog boxes where you cannot access a Group and Sort dialog box. If you do not want the module to automatically reorganize data. Primavera . Mark the Reorganize Automatically checkbox to enable the Project Management module to immediately re-sort any changes to activity data in the current view to reflect the layout’s grouping and sorting criteria. Set column options for financial periods You can make a range of financial periods available as columns in the Activities and Resource Assignments windows.Project Management . You must enter a range to make financial period columns available for selection in the Columns dialog box. For example. as well as the Resources tab of Activity Details. if each financial period in the Financial Period dictionary has a duration of one month. you may only want to view the previous six financial periods (six months). You can change the range of financial periods you want to display at any time.Setting User Preferences 57 Set grouping and sorting options You can show or hide the ID/ Code or Name/Description fields as labels in the group-by bands when grouping by hierarchies that include both an ID/code and a name description.

1 Click to change your password. in which you can enter a new password. enter a password that is a minimum of 8 characters long. This requirement is also shown in the Change Password dialog box. If the Enable password policy setting is not selected. ■ Choose Edit.Project Management . and that contains one alpha and one numeric character. 2 Enter a new password. User Preferences.58 Part 1: Overview and Configuration Changing Your Password The Enable Password Policy check box of the Admin Preferences dialog box controls the type of password to enter in the Change Password dialog box: ■ If the Enable password policy setting is selected in the Password Policy field of the Admin Preferences dialog box. 3 Enter the new password again to confirm it. enter a password up to 20 characters long. These password specifications are required when the Enabled Password Policy check box is marked in the Admin Preferences dialog box. then click the Password tab to open the Change Password dialog box. Primavera .

Project Management ■ ■ ■ . The same login and password applies to Project Management. and ProjectLink. password management is handled through the directory server. P6 Web Access. You cannot change your password through the module and the Password tab does not appear in the User Preferences dialog box. Primavera . Passwords that were set before the new password policy was enabled are valid and usable.Setting User Preferences 59 This password specification is required when the Enabled Password Policy check box is cleared in the Admin Preferences dialog box. Passwords are case-sensitive. Additional Considerations: ■ If the Project Management module is running in LDAP authentication mode. Timesheets. Changing the password in one application propagates the change to all.

the module displays profile/ spreadsheet and tracking data from open projects only. then click the Resource Analysis tab to choose the project data to use when displaying and summarizing remaining units and costs in Resource Usage Spreadsheets. (Closed projects are any projects in the enterprise project structure (EPS) that are not currently open. and tracking layouts in the Project Management module. you can specify whether to include data from open and closed projects. Primavera . choose All Closed Projects (Except What-If Projects). and tracking layouts. as well as time-distributed charts in P6 Web Access. If you manually plan future period resource allocation in the Resource Usage Spreadsheet. If you choose to calculate the role limit based on custom defined role limits and no limit has been defined for a role.) ■ To include live data from all open projects and stored summary data from all closed projects (excluding those with a What-If status). the module assumes the role has a limit of zero maximum units/time. User Preferences. this setting determines the minimum timescale interval in which you can enter a value. and the data are live rather than summarized. You can also choose options for displaying and calculating time-distributed data in Resource Usage Spreadsheets.60 Part 1: Overview and Configuration Setting Profile and Spreadsheet Data Options Choose Edit.Project Management . Resource Usage Profiles. Choose the project data to display If you choose Show All Projects from the Display Options bar in a Resource Usage Profile or Resource Usage Spreadsheet. Resource Usage Profiles. If you do not choose Show All Projects. or only the projects currently open when calculating remaining units and costs.

For P6 Web Access users. choose to display role limits based on custom role limits defined in the Roles dictionary or on the calculated limit of each role’s primary resource. Profiles. and layouts are only affected if their timescale interval is set lower than the interval set in the Interval for Time-Distributed Resource Calculations field. To not include resource data from external (closed) projects in the remaining units and cost values for Resource Usage Profiles. and P6 Web Access charts. Resource Usage Spreadsheets. To focus on values calculated from a forecast date.Project Management . and P6 Web Access charts display the role limit according to the option you select. and tracking layouts. you can choose how you want to display role limits in the Resource Staffing section of Global Preferences. Summarize. (Specify the leveling priority per project in the General tab of the Projects window. ■ To include live data from all open projects and stored summary data from all closed projects with a specific leveling priority.) The module uses this value to consider applicable external projects (those not included in the current layout) when deducting from resource availability immediately during leveling. choose Forecast Dates. choose Open Projects Only.Setting User Preferences 61 Summarized data is available only when projects have been summarized. Primavera . then select to summarize the open projects in the current view. To focus on the current remaining estimate. ■ Choose the time-distributed data to display In the TimeDistributed Data section of the Resource Analysis tab. choose Tools. the Resource Usage Spreadsheet. Resource Usage Profile. tracking layouts. tracking layouts. The Resource Usage Spreadsheet. choose All Closed Projects with Leveling Priority Equal/Higher Than. To summarize data. or summary only projects (those projects for which the Contains Summarized Data Only checkbox is marked in the Project Details Settings tab). choose a starting point for calculating remaining units and costs for display in Resource Usage Profiles. select the interval at which live resource and cost calculations are performed for Resource Usage Profiles and Resource Usage Spreadsheet displays and in tracking layouts. Finally. all projects in the EPS (includes both open and closed projects but excludes summary only projects). choose Remaining Early Dates. spreadsheets. Next. and enter the leveling priority you want to use.

then click the Calculations tab to specify how cost and units are allocated when you add or delete multiple resource assignments.Project Management . and remaining units/time will not change for existing assignments.62 Part 1: Overview and Configuration Setting Calculation Options for Resource and Role Assignments Choose Edit. remaining units. You can also choose the default behavior when replacing a resource/role on an existing activity assignment with a different resource/role. regardless of the duration type. User Preferences. When the first assignment is added. units/costs are calculated based on the activity’s duration type. Primavera . Remaining duration. Choose resource assignment defaults You can specify how to calculate remaining values when new resource assignments are added to or removed from activities.

you can choose to be prompted to select which price/unit you want to use each time. the resource you are replacing). Regardless of the duration type of an activity. the Rate Source is set to Resource.. choose this option to calculate a resource assignment’s remaining values based on the activity’s duration type. When assigning a resource to an existing role assignment. or. The price/unit value used to calculate costs for the assignment is determined by the rate type you select in the Rate Type field (which are resource.Setting User Preferences 63 ■ Preserve the units. this equation is always true: Remaining Units = Remaining Duration x Remaining Units/Time ■ Recalculate the units. duration. duration. Choose assignment staffing defaults In the Project Management module. If you choose to always use the role's price/unit. you can choose to always use the price/unit of the resource or role. specified in the Activity Details General tab. and units/time for existing assignments based on the activity duration type When adding or removing multiple resource assignments on activities.Project Management . you can choose the module’s default behavior when you replace a resource on an existing activity assignment with a different resource and when you assign a resource to an existing role assignment. When replacing a resource on an existing activity assignment. and units/time to remain constant when additional resources are assigned to any activity. you can choose to always use the units/time and overtime factor of the new resource or of the current assignment (i. Resources tab. in the Activity Details. or. If you choose to always use the resource's price/unit. the Rate Source is set to Role. and units/time for existing assignments When adding or removing multiple resource assignments on activities. choose this option for units.and role-specific).e. Primavera . durations. you can choose to be prompted to select which units/time and overtime factor you want to use each time.

Your security privileges control which data are displayed when you select View All Data (No Filter). These filters can be changed in the individual views by clicking the Display Options bar and then Filter By. Primavera . You can choose to view data for your current projects only.Project Management . User Preferences. or all data in the database. then click the Startup Filters tab to choose the data filters you want to run when starting the module. you must exit and then restart the module for the change to take effect.64 Part 1: Overview and Configuration Selecting Startup Filters Choose Edit. When you change an option in the Startup Filters tab. These filters can reduce the time it takes for your projects to open.

Part 2 Structuring Projects In this part: Setting Up the Enterprise Project Structure Setting Up the Organizational Breakdown Structure Defining Resources and Roles Reviewing Work Breakdown Structures Defining Budgets Establishing Project Codes Working with User-Defined Fields Creating Calendars .

T his part describes how to start planning and creating projects. and use the work breakdown structure (WBS) to plan and manage project information. you can define the calendars that determine when work can and cannot occur. establish the managers directly responsible for projects and the users associated with them throughout the enterprise. and spending plans. define project codes and assign values to project information so you can organize it in different ways across the enterprise. funding sources. Subsequent chapters explain how to set up project budgets. track and analyze variance as projects progress. and define custom user fields. set up project resources and roles. Once your project structures are set up. The first four chapters explain how to structure and add projects to the hierarchy. .

and add projects to the EPS. create. In addition. it explains how to develop. and define project attributes.67 Setting Up the Enterprise Project Structure In this chapter: Enterprise Project Structure Overview Setting Up the Enterprise Project Structure Adding a New Project to the Enterprise Project Structure Using Project Architect Working with the Enterprise Project Structure Defining Enterprise Project Structure Details This chapter describes how to define the enterprise project structure (EPS) that will be used to organize and manage the projects in your organization. .

the Apex Construction node contains the Automated System. project phases. Your database of projects is arranged in a hierarchy called the enterprise project structure (EPS). or other major groupings that meet the needs of your organization. Specify up to 50 combined EPS/WBS levels. A project is the lowest level in the EPS. The information this database contains must be structured in a way that allows individuals to access the project data they need. Data Limits tab to specify the maximum number of EPS levels you can define. users in an enterprise will have access to a large database that contains all the projects and related information for their company.Project Management . For example. The Apex Project node is further divided into the Apex Construction node. to represent broad areas of work that expand into more detailed projects. or root. The EPS can be subdivided into as many levels or nodes as needed to parallel work in the enterprise.68 Part 2: Structuring Projects Enterprise Project Structure Overview Typically. Use the Admin Preferences. This node contains the projects that constitute their part of the Apex Project. site locations. and Conveyor System projects. In the following example. Nodes at the highest. which is further divided into nodes that contain projects corresponding to the types of projects within the enterprise. similar to an outline. you may want to define increasingly lower levels of EPS nodes. This EPS shows the Caprini Corporation node. In addition. users must be able to review project data at the level appropriate for their role in the enterprise and the specific questions they need to answer. Office Building Addition. the Caprini Corporation EPS node includes a lower-level node called Apex Project. quickly and accurately. level might represent divisions within your company. The number of EPS levels and their structure depend on the scope of your projects and how you want to summarize data. Primavera . Every project in the enterprise must be included in an EPS node. For example. while projects always represent the lowest level of the hierarchy. You can specify as many projects as necessary to complete the required work and fulfill the scope set forth by operations executives and program managers in your organization.

The project controls coordinator creates the hierarchical structure that identifies the company-wide projects. For example. one person or group controls the EPS across the enterprise.Project Management . The following diagram is a simplified representation of responsibilities and projects within a hierarchy. you can summarize information up to each node in the EPS. Review portfolio performance in P6 Web Access Operations Executive and Program Manager High-level EPS node Project Controls Coordinator Lower-level EPS node Project Project Project Manager and Resource/Cost Manager Team Leader Team Leader Team Members Timesheets module Primavera . top-down budgeting can be performed from higher-level EPS nodes down through their lower-level projects for cost control. Conversely. The coordinator works with the project manager in each area of the enterprise to define basic project information for each group and to develop standards before any projects are added.Setting Up the Enterprise Project Structure 69 Multiple levels enable you to manage projects separately while retaining the ability to roll up and summarize data to higher levels. Ideally.

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Move around in the EPS When you first start the module, click Open Existing on the Welcome dialog box, or choose File, Open, from within the module. EPS nodes that contain other nodes and projects are identified by a pyramid symbol. A + symbol indicates that more nodes or projects are rolled up beneath the selected node. Click + or doubleclick the node to display additional levels in the hierarchy.

Root level of the enterprise project structure Indicates that this level is expanded. Click the + to expand the item; click the - to collapse it. Indicates that this node contains more rolled up nodes or projects Identifies a project, the lowest level of the hierarchy

Select the EPS node or project you want to open, then click Open. To view the EPS structure, click Projects from the Home workspace.
You can right-click in the Projects window and choose Open Project to display the Open Project dialog box.

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Click Projects to display the enterprise project structure.

You can group and sort by any defined project code; click the Display Options bar, then choose Group and Sort By to select a code. The Specifications project was opened from the Open Project dialog box; this project is located under the Manufacturing to Specifications node in the EPS.

If you converted projects from a version prior to 4.1 to version 4.1 or later, the Project Management module displays the project groups and member projects in the EPS as a two-level hierarchy showing the project group as the EPS node, and the member projects as projects of the node.

Other project structures Other project data, such as the organizational breakdown structure (OBS), the work breakdown structure (WBS), resources, and project codes, use a similar structure. These data correspond directly with the various levels of the EPS to denote logical and meaningful divisions in the enterprise.

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Work breakdown structure Each project has its own WBS, which shows the hierarchy of products and services produced during and by a project. The summary rollup of the highest WBS level is equal to that of the project level in the EPS. This effectively extends the EPS hierarchy down to the activity level in the EPS, as shown in the following example.

Both EPS and WBS nodes can be assigned dates and budgets—essential elements for topdown planning.

For more information about the OBS hierarchy, see “Setting Up the Organizational Breakdown Structure” on page 103.

Organizational breakdown structure User access and privileges to nodes within the EPS hierarchy are implemented through a global OBS that represents the management responsible for the projects in the EPS. Each manager in the OBS is associated with his or her area of the EPS, either by node or by project, and the WBS of the particular level of the hierarchy.

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Each level of the OBS is associated with a level of the EPS hierarchy, whether it be a node or a project.

Resources Resources are the personnel and equipment that perform the work across all projects. You can set up a resource hierarchy that reflects your organization’s resource structure and supports the assignment of resources to activities.

For more information about the resource hierarchy, see “Defining Resources and Roles” on page 115.

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Project codes Project codes are another way to group and sort projects in the enterprise. When you have many projects in the hierarchy, codes enable consolidation and/or filtering of potentially vast amounts of information located in different areas of the enterprise.

When you open a high-level EPS node, you can organize the layout by project code to quickly see only projects assigned to that code.

For more information about summarizing data, see “Summarizing Projects” on page 341.

Summarizing Projects
You can view summary data for all projects in the enterprise in the Projects window of the Project Management module and in many P6 Web Access views. The Project Management module enables you to summarize data at regularly scheduled intervals or on demand, using the Tools, Summarize command. Summarize data to obtain a broad overview of project information and to display project data more quickly. An administrative preference determines how resource and role assignment data is summarized: by calendar intervals, by financial period intervals, or both. Since P6 Web Access displays summary data on many tabs and pages, project data must be appropriately summarized to view it in P6 Web Access. For example, to view project data in Financial Period timescale intervals in P6 Web Access, resource and role assignment data must be summarized by financial period. For more information on setting administrative options for summarization, refer to the Primavera Administrator’s Guide.

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Setting Up the Enterprise Project Structure
To establish the EPS nodes that will contain your enterprise projects, choose Enterprise, Enterprise Project Structure.
This dialog box presents a high-level picture of your EPS, enabling you to set up appropriate divisions of information in the enterprise.

You must specify a responsible manager for each node in the EPS to enable security rights and privileges; the module uses the OBS root as the default for all nodes if you don’t provide one. Click to move nodes up/down or indent/outdent.

Add a node to the EPS Select the node under which you want to add a node. The new node will be placed below the selected node in the hierarchy. Click Add in the Enterprise Project Structure (EPS) dialog box. Type a unique ID and name for the node directly in the column cells, or in the EPS ID and EPS Name fields. Accept the responsible manager shown, or click the Browse button in the field to select a different OBS element for the node. Use the arrow keys to indent/ outdent a node to denote its placement in the EPS, and to move a node up/down in the hierarchy. Click Close.

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Add multiple root nodes You can distinguish different branches of the EPS hierarchy by including more than one root node. For example, you might want to separate current projects from completed projects or from template projects that you use as the basis for new projects. Add a root EPS node the same way you add an EPS node, but outdent the root to the left-most position in the hierarchy.

Add root nodes to separate projects with an Inactive status or to distinguish projects used as templates.

For more information about security profiles, see the Administrator’s Guide.

Build the hierarchy After you set up an EPS, you can define additional data about each EPS node, such as anticipated dates, budgets, and spending plans. Use the Project Details to specify this information, as described later in this chapter. Or, you can begin adding projects under the applicable nodes in the structure if you have access rights to these functions. Access rights are set by your network or database administrator.

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Adding a New Project to the Enterprise Project Structure
A project is a set of activities and their associated information that constitutes a plan for creating a product or service. A project has a start and finish date, work breakdown structure (WBS), and any number of activities, relationships, baselines, expenses, risks, issues, thresholds, and work products/documents. A project may also have its own Web site. While resources typically work on several projects, each project has its own resource assignments. Similarly, while calendars, reports, and activity codes may span all projects, they may also be project specific. Determine your requirements for adding a new project to the hierarchy. As a project manager who manages one or more higher-level projects in the enterprise, you’ll probably want to add an EPS node that encompasses these projects. If you are a team leader, you’ll probably want to add an individual project that incorporates the tasks your group needs to perform to complete the higher-level EPS node. You will create this individual project below one of the EPS nodes previously established by your project manager.
You can also use the Project Architect wizard to create new projects. See “Using Project Architect” on page 79.

Use the Projects window to add a project to the EPS hierarchy. Define general information such as the project’s ID and name, planned start and must finish by dates, and the responsible manager. Add a project to the EPS Choose Enterprise, Projects, or click Projects on the Home workspace to open the Projects window. Select the EPS node to which you want to add a project. (If you have not yet created any EPS nodes, select the root EPS node created for you when you installed the module.) Click Add. The Create a New Project Wizard guides you through the steps required to add a project, including selecting the node in which to place the project in the EPS, naming the project, and identifying the responsible manager for the project.
You cannot add projects below existing projects.

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The root node was selected as the EPS node in which to place the new project.

Identify the new project using the General tab in Project Details. Use the default information provided, or change it to accommodate the project requirements.

To define additional project information, display Project Details at the bottom of your layout (click the Display Options bar and choose Show on Bottom, Project Details), then refer to the “Defining Enterprise Project Structure Details” on page 92.
For more information about importing and converting projects, see the Administrator’s Guide.

Import projects You may want to build your EPS using projects previously created in an earlier version of the Project Management module, Microsoft Project, or Primavera Project Planner 3.0 (P3). The Import Wizard prompts you to specify the information to be imported and where the project should be placed in the current EPS hierarchy.

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Using Project Architect
The Project Architect wizard helps you select and import methodologies as pre-built project plans from the Methodology Management module. Use Project Architect to create a new project plan or to add activities and associated information to an existing project. Because Project Architect copies methodologies from the Methodology Management module database, the information you change does not affect source methodologies.
For more information on using methodologies, see the Methodology Management Reference Manual.

In addition to providing access to methodologies, Project Architect also contains a bottom-up estimation feature that allows you to estimate resource units and costs for your methodology selections. Project Architect bases this estimate on the project complexity value that you specify during the architect process. This enables you to estimate work effort and cost before adding a project. Start Project Architect Wizard Choose File, New to start the Create a New Project wizard. Select the EPS level in which to place the new project. Name the project and specify a start date. Select a responsible manager. Depending on the choices you make when you run the Project Architect, the OBS element you select here will appear at the top of the new project’s OBS. Choose the default rate type. Then choose Yes and run the Project Architect.

You can also access the Project Architect wizard from the File menu. Use this option to incorporate methodologies into the current project.

The options that you select in Project Architect for the Responsible Manager and default rate may override the selections you choose in the New Project wizard.

Select methodologies and estimate project complexity Click Select Base Methodology or Plug-in Methodology to select the methodology you want to import. Click Next to select the Base or Plugin Methodology you want to import. Click Next and type a value for the project complexity, or click the Size and Complexity Wizard button to calculate a value for the project complexity. The module uses the project complexity percentage to calculate a value between the low and high estimated values defined for the labor and nonlabor units, material costs, and expense costs defined for each activity in the project.

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The project complexity value can be between 0 and 100 percent. If the project complexity value equals 0, the module uses the low estimate for each activity. If the project complexity value equals 100, the module uses the high estimate for each activity. For project complexity values between 0 and 100, the module calculates an intermediate value between the low and high estimates for each activity. The value calculated using the project complexity value is then copied into the planned labor/nonlabor units, material costs, and expense costs for each activity.

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Click to select a methodology from the list of base methodologies stored in the Methodology Management module.

Click to display information about this Project Architect session. You can enter additional information to explain your choice of a base methodology. The Rationale information is added as a Notebook Topic at the project level.

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Tailor the WBS elements You can modify the Work Breakdown Structure (WBS) elements associated with the selected methodology. Click Tailor to view the details and activities of each WBS element.
Organizations using Primavera ProjectLink cannot modify Microsoft Project (MSP)-managed WBS elements in the Project Management module. For more information on ProjectLink, refer to the Primavera ProjectLink Help in Microsoft Project (available only if ProjectLink is installed). You can access the help by clicking the Help button on any ProjectLink screen.

Click to include the selected WBS element.

Click to view the details of the selected WBS element. Click to specify which of the activities for the selected WBS you want to include in your project plan. Clear the corresponding checkbox to exclude the selected activity.

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Determine whether to merge the methodology WBS into the current project’s WBS To replace the top level WBS node with the WBS from the methodology, mark the Merge methodology WBS into current project's WBS checkbox. To assign the current top level project OBS node to the project, clear the checkbox.

Mark to replace the top level WBS node with the WBS from the methodology. Clear to assign the current top level project OBS node to the project

Tailor the WPs and Docs You can view the work products and documents associated with the selected methodology. Click Tailor to view the details of each work product or document and to select which documents to include in the project plan. Review the tailored methodology Click Next to view the results after tailoring the methodology. Click Overview to review the changes made to the selected methodology.

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the top level WBS/project node assignment is determined by whether you selected the Merge option in an earlier dialog.Project Management .84 Part 2: Structuring Projects Choose Assignment Rate Type You can use the rate type that has been set for the project. If you elect to use the assignments from the methodology. Click to use the rate type that has been set for the project. Choose the responsible manager to be used for the project and WBS assignments You can use the responsible manager assignments from the project or the methodology. Click to copy the price/unit rate type from the methodology. Primavera . Alternatively. Click to assign a responsible manager based on the WBS assignments in Project Click to use the responsible manager assignments that are made in the methodology. you can copy the price/unit rate type from the methodology.

Project Management . Click to customize the layout configuration. however. Primavera . The Action specified in the layout determines how to import data that match in the import file and in the existing project database.Setting Up the Enterprise Project Structure 85 Choose update project options Select a layout configuration to use when bringing methodology data into the project. Modify a layout configuration To modify the options specified in a layout configuration. You can create and save several different configurations. Click to create a new layout configuration. select the layout in the Update Project Options dialog box. Select Yes in the Use field next to the configuration you want to use. only one configuration is used to import the file. then click Modify.

if a new role was added in the Methodology Management module. but you don’t want to change the existing roles. Select one of the following in the Action field to indicate how you want to update the data type: ■ Keep Existing Retains data in the existing database and does not overwrite them with the updated methodology data. Update Existing Overwrites data in the existing database with the updated methodology data. Click Next to specify where you would like to place the Base or Plug-in methodology.Project Management . For example. choose Insert New to add the new role to the project management database. Do Not Import Retains data in the existing database and does not import the methodology data. then click Finish to create the project. Primavera . ■ ■ ■ Click OK to save changes to the modified layout configuration. adds new data if the record does not exist.86 Part 2: Structuring Projects The Modify Import Configuration dialog box lists the data types for which you can set options. Insert New Retains data in the existing database and adds any new data items. adds new data if the record does not exist.

Click to view a list of users who currently have the selected project open. Select the EPS node or project whose status you want to change and click Open. one or more of these options may not be available. or costs. Primavera . Use status for filtering projects in the EPS You can change an open (Active) project to closed (Inactive) when the project is completed. You can also assign a What-If status to a copied project that you want to use for analysis. and to filter projects. resources. Open. then click OK. select the nodes or projects you want to open. Only one user at a time can have Exclusive access to a project. Choose File. Then. or open projects individually. click Projects in the Home workspace.Setting Up the Enterprise Project Structure 87 Working with the Enterprise Project Structure Open an EPS node to open all the projects that compose it. Depending on your security profile or the way in which other users have opened the project. Project status can be used to organize and summarize information. You can also select nonconsecutive projects to see their combined status. Open.Project Management . Choose File.

Filter By. Status filters Primavera . To view only those projects with a specific status. In the Filters dialog box. choose View. Filter By. then choose the status you want to use. Status.88 Part 2: Structuring Projects In the General tab.Project Management . select the project’s status. Customize. mark the applicable Select checkboxes for the statuses of the projects you want to see. You can also choose View.

Project Management . You may want to place the status root nodes at the bottom of the EPS to keep them separate from the rest of the hierarchy. Click to move a selected node to the left-most position and designate it as a root node. Choose Enterprise. Copy an EPS node or project You can copy an existing node or project to use as a template for a new one. Primavera . to set up root nodes as placeholders within the EPS. and level your active projects. then make the necessary changes to it. Rename the node or project after you copy it. schedule. Enterprise Project Structure.Setting Up the Enterprise Project Structure 89 Using Root Nodes to Denote Project Status Another way to distinguish projects with statuses other than Active is to place them under separate root nodes in the EPS. You can then drag and drop projects to these root nodes when status changes. but they are not considered when you budget. The projects remain part of the hierarchy.

Select the node to which you want to copy the node/project. Mark the checkboxes for the elements you want to copy.Project Management . you can also choose to copy the links to the WBS. Mark the applicable checkboxes in the dialog boxes that are displayed when you click Paste. You can only delete projects that are opened in Exclusive mode. then click Copy from the command bar. documents. then click Paste in the command bar. you must copy and paste them to another area of the hierarchy before you delete the higher-level EPS node. include the node/project you want to copy as well as the node to which you want to copy it. and other related elements. Click OK in each dialog box to proceed with the copy. If you don’t want to delete these projects. Select the node/project you want to copy. Delete an EPS node or project When you delete a node.90 Part 2: Structuring Projects When you open the Projects window. all projects in that branch of the hierarchy will also be removed. OBS. Primavera . When you copy a project to another location in the EPS.

then click Delete. Confirm that you want to delete the selected node by clicking Yes. open the Projects or WBS window with that project included. Confirm that you want to delete the selected project by clicking Yes. Select the project. To delete a project. Primavera . Click to delete the selected node.Setting Up the Enterprise Project Structure 91 To delete an EPS node. Enterprise Project Structure. Click to delete the selected project. Select the EPS node you want to delete. then click Delete.Project Management . choose Enterprise.

To display Project Details.92 Part 2: Structuring Projects Defining Enterprise Project Structure Details Define project details and defaults used throughout a project using the Project Details tabs in the bottom portion of the Projects window. and Funding tabs. Primavera . and choose Customize Project Details. Open each tab to view and edit that type of information for the selected node or project. then choose Show on Bottom. right-click in the Details area. click the Display Options bar. To include/exclude tabs. Budget Summary. You can also define information specific to the EPS nodes in your hierarchy. see “Defining Budgets” on page 159. Make sure Project Details are displayed so you can define properties. Spending Plan.Project Management . Project Details (the box next to Project Details should be marked). For details about the Budget Log.

name. You can also view or edit the project’s Web site address.Project Management . filter. or Planned status for use during the project planning phase. Primavera . You can also select What-If status for analysis before establishing a more permanent project schedule. Use the risk level to organize. Use this value to consider applicable external projects (those not included in the current window) when deducting from resource availability immediately during leveling. The overall risk in performing the node/ project. responsible manager. The name of the user and the date and time the user checked out the project. if applicable. This information includes the ID. This field is blank when the Check Out Status is Checked In. leveling priority. The node’s/project’s assigned organizational breakdown structure (OBS) element. and report project information.Setting Up the Enterprise Project Structure 93 General information The General tab enables you to view and edit general information about the selected node or project. The Responsible Manager is a mandatory assignment for each level of the EPS. and risk level. Use status to identify active (Active) or closed (Inactive) projects.

To use the priority level as a tie breaker during leveling. Primavera . You can enter a value from 1 to 100. Mark the Consider Assignments in Other Projects with Priority Equal/Higher Than checkbox in the Level Resources dialog box and indicate a Project Leveling Priority for those projects on the General tab in the Projects window. with 1 being the highest priority.Project Management .94 Part 2: Structuring Projects Leveling Priority You can include assignments from closed projects during leveling. include Project Leveling Priority under Leveling Priorities in the Level Resources dialog box.

and can be set at the EPS. Click the Browse button to select a new date. This information includes the current data date. or WBS level. you can also enter the dates you anticipate the node will start and finish. If the selected project has no activities. If you have an EPS node selected. project.Setting Up the Enterprise Project Structure 95 Dates The Dates tab enables you to edit schedule information for the selected project. Primavera . Anticipated Dates Anticipated start and finish dates are used during the project planning stage. The latest early finish date calculated when the project was last scheduled A date constraint placed on the project end date The user-defined date the project is expected to start or finish The start date of the project The date used as the starting point to calculate the schedule The actual finish date of the project. and the scheduled finish date. the Start date or Finish date (in columns) is set equal to the Anticipated Start or Anticipated Finish.Project Management . or the activities have not started. if the project has finished—all activities in the project have actual finish dates. planned start date.

inserting pictures. You must first add project codes and values (choose Enterprise. To sort the display. These topics are defined in the Notebook Topics tab of the Admin Categories dialog box.Project Management .96 Part 2: Structuring Projects Notebook The Notebook tab enables you to assign notebook topics and details to the selected node or project. which include formatting text. then click Assign. Click to add a topic. For free-form. you can use HTML editing features. Click in this area to type a description of the selected topic. Project Codes). click the applicable column label. Project codes The Codes tab enables you to assign project code values to the selected project. copying and pasting information from other document files (while retaining formatting). and adding hyperlinks. user-defined details. Primavera . select a topic in the Assign Notebook Topic dialog box.

“1000” (suffix). This information includes the default cost account for resource assignments to activities. The default duration. suffix. with the suffix incremented to make the ID unique. You can also specify whether resources enter remaining units or activity completion percentages for their assigned activities and whether to allow the dates of new resource assignments to be independent of the activity or to allow new assignments to force a recalculation of activity dates and duration. the activity ID is automatically generated using auto-numbering. duration type. If you change the default calendar. “A” (prefix).” “A1020. For example.Setting Up the Enterprise Project Structure 97 Default values The Defaults tab enables you to specify the default settings for the selected project. the defaults for automatic activity numbering.” “A1030. when adding manually.Project Management . or increment. percent complete. the change applies to new activities only. Permissions include allowing resources to assign themselves to activities and to report their activities and assignments as completed. Mark to automatically number new activities one increment greater than the selected activity. Auto-Numbering Activity IDs When a new activity is created. The default cost account for resource assignments to activities and project expenses in the project New activity IDs are numbered according to this increment. If you change the activity ID prefix. Resources The Resources tab enables you to specify project level resource permissions for the Timesheets application. Changing these settings does not affect existing activities. “10” (increment) yields activity IDs of “A1010. and activity types for activities in the project.” and so on. Primavera . and the default activity calendar. the module applies the default calendar only to new activities. and percent complete type. Activity ID auto-numbering concatenates the prefix and the suffix.

Settings The Settings tab enables you to view and specify summarization information and project-level settings for the selected project.Project Management . a checkmark will appear in that column for the corresponding resources.98 Part 2: Structuring Projects This setting is used to calculate the cost for activities that have labor/nonlabor units with no assigned resources/ roles or resources/roles that do not have prices. Mark to allow new resource/role assignments to determine the dates and durations of the activity. Marking the Drive Activity Dates by Default checkbox simply flags the corresponding resource in the RBS—if you customize columns in the Resources window to include the “Drive Activity Dates” editable column. Primavera .

Project Management . You can type a new number and timeperiod. This summarize level impacts the data shown in P6 Web Access when viewing summary. Marking the Contains Summarized Data Only checkbox enables an organization to maintain summary-level data for projects managed externally from the Project Management module. choose Subtract Actual from At Completion. The maximum float time for activities in the project before they are marked critical. Primavera . In the Resource Assignments area. choose Add Actual to Remaining. for the setting When Updating Actual Units or Cost.” data. Maximum WBS level the project data can be stored to in the database for summarization. rather than “live. Actual units and costs are normally calculated using this option. The month the project’s fiscal year begins. To calculate the remaining units or costs as the difference between the At Complete and actual units or costs (Remaining units/costs = At Complete units/costs – Actual units/costs). You can select a new month. Calculations The Calculations tab enables you to set activity and resource/role assignment preferences for the selected project. Choose to identify all activities that have an early finish equal to the latest calculated early finish for the project with driving relationships traced to the project start date.Setting Up the Enterprise Project Structure 99 Mark to maintain only summarized data for the project. to calculate a new At Complete as the sum of the actual and remaining units or costs (At Complete = Actual units/costs + Remaining units/costs).

Mark the Recalculate Actual Units and Cost when Duration% Complete Changes checkbox to automatically update the actual units and costs when the Duration% complete is updated. you can still select the Recalculate Actual Units and Cost when Duration % Complete Changes option. Choose to track the amount remaining before you exceed the budget. You can check the project privileges in Admin. Mark to update the Planned unit/cost values. Security Profiles. the module does not estimate actuals. Mark to base percent complete on activity steps when using the physical percent complete type. Primavera . If this checkbox is cleared. You must have the project privilege Edit Project Details except Financials to edit this setting. the module overwrites existing actuals values that were recalculated based on this setting. and the actual fields remain blank unless you specify values. choose how to calculate the duration and units when progress is removed from an activity. Refer to the Help for further information about the calculation settings. and finish dates.Project Management . Then. however. mark the Update Units when Costs Change on Resource Assignments checkbox. when the Remaining or At Completion values are changed on activities that have not started. Choose to determine the true At Complete units/costs. If you use timesheets or Apply Actuals to update or apply actuals. Mark to recalculate actual or actual this period units and costs when one of these values is updated. when you apply actuals. This option must be selected to store period performance. To recalculate units when costs are updated for resource assignments.100 Part 2: Structuring Projects This setting is used to calculate the cost for activities that have labor/nonlabor/material units with no assigned resources/roles or resources/roles that do not have prices.

you cannot store period performance or edit past period actuals. Primavera . If this option is not selected.Setting Up the Enterprise Project Structure 101 Mark the Link Actual and Actual This Period Units and Cost checkbox if you intend to store past period actuals using the Store Period Performance feature.Project Management .

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In this way.103 Setting Up the Organizational Breakdown Structure In this chapter: The Enterprise OBS Viewing an OBS Setting Up an OBS Editing OBS Elements An organizational breakdown structure (OBS) is a hierarchical arrangement of a project’s management structure. an OBS supports larger projects that involve several project managers with different areas of responsibility. While resources are assigned to activities. defined in an enterprise-wide OBS hierarchy. Read this chapter to learn how to set up an OBS and associate its elements with the EPS. User access and privileges to nodes and projects within the enterprise project structure (EPS) are implemented via responsible managers. OBS elements are associated with EPS nodes and projects. The OBS element corresponding to an EPS node is the project manager responsible for all work included in that branch of the hierarchy. . An OBS is not the same as a resource pool.

For example. see the Administrator’s Guide. any projects you add to that branch of the EPS are assigned that manager element by default. Corporate IT Manager. You can initially match OBS names to the EPS node and project names.104 Part 2: Structuring Projects The Enterprise OBS The organizational breakdown structure (OBS) is a global hierarchy that represents the managers responsible for the projects in your enterprise. When you associate a responsible manager with an EPS node. For more information about setting up security. Primavera . The OBS usually reflects the management structure of your organization. Current EPS/ Projects to view only the OBS elements assigned to the open projects. then Filter By. You can associate the responsible managers with their areas of the EPS — either nodes or individual projects. Security profiles are set up on the Security Profiles dialog box (choose Admin. Security Profiles) and then assigned to users on the Users dialog box (choose Admin. Click the Display Options bar. from top-level personnel down through the various levels constituting your business. name the OBS element. Users). to the OBS elements to grant access to the corresponding EPS nodes or projects. for the Corporate (Corporate IT) node.Project Management . The OBS hierarchy is also used to grant users specific access privileges to projects and the WBS levels within projects. You may want to create your OBS to match each EPS node and project set up in the EPS. Assign users. The type of access granted to a user is determined by the project security profile assigned to the user. by their login names.

Project Management . Primavera . Enterprise OBS nodes Creating an EPS node or a project in the Projects window automatically creates and associates an OBS node as the responsible manager.Setting Up the Organizational Breakdown Structure 105 This user will have project manager rights for the OBS element to which he or she is assigned.

You can also produce reports based on your OBS. The OBS can mirror the EPS at the node and project level. For example. Primavera . An OBS can have only one root element. For more information about producing OBS and other standard reports. and the project manager above the team leaders in the OBS as the responsible manager of the project.Project Management . or include additional OBS levels to accommodate your management organization. In this way. see “Customizing Reports” on page 473. you may want to specify team leaders as the responsible managers for the WBS levels of a project.106 Part 2: Structuring Projects The module automatically associates the OBS assigned to the EPS node in which the new project is added. several standard OBS reports are included with the sample projects. you can delineate appropriate access and security measures at various levels of the EPS while maintaining an OBS that accurately reflects your organization chart.

then choose Chart View. View the OBS chart Click the Display Options bar.Project Management . Choose Enterprise. Primavera .Setting Up the Organizational Breakdown Structure 107 Viewing an OBS You can view an OBS in two ways: as a chart or a table. click the Display Options bar and choose Chart Box Template. Customize. To change the information included in the chart and the way it is displayed. OBS. to open the Organizational Breakdown Structure dialog box.

Project Management . then choose Table View. Primavera . Click the OBS Name column once to view the OBS hierarchy. OBS Details are hidden so that more of the chart is visible. click it again to list and sort OBS elements. Customize to edit the information shown in the boxes and the box height and width.108 Part 2: Structuring Projects This chart shows the OBS name and associated users for each OBS element. View the OBS table Click the Display Options bar. choose Chart Box Template.

projects. The module inserts the new OBS element at the same level as the selected element. OBS. as indicated by this symbol. see “Setting Up the Enterprise Project Structure” on page 67. Once your basic OBS is in place. Primavera . to users not included with the original enterprise OBS node. Type a meaningful name for the new OBS. Click the OBS Name column to display the OBS hierarchy. and WBS elements. and to see how people are assigned across the enterprise of projects. you can include additional OBS elements to provide access to specific EPS nodes. and edit the global OBS.Project Management . For more information about establishing EPS nodes. Choose Enterprise. view. You can also use this dialog box to view a list of users who can access an OBS element’s global and project information. When you use the Enterprise Project Structure dialog box to set up the EPS nodes that make up the foundation of the EPS. then click Add. Create an OBS A root OBS node is automatically assigned to the root EPS node so that a default OBS element can be assigned to each project you add to the EPS root. or you can set up the OBS before you build the EPS.Setting Up the Organizational Breakdown Structure 109 Setting Up an OBS Use the Organizational Breakdown Structure dialog box to create. you can use the existing root EPS as the default for each node. You can then assign actual responsible managers when you create EPS nodes. Select the OBS element immediately above and of the same hierarchy level as the element you want to add.

if you have appropriate access rights. The user associated with the selected OBS at that particular level of the hierarchy. see the Administrator’s Guide.Project Management . For details on establishing users and profiles.110 Part 2: Structuring Projects Click in the OBS Description area on the General tab to type a description of the OBS element. You can use HTML editing features. and adding hyperlinks. Primavera . which include formatting text. copying and pasting information from other document files (while retaining formatting). inserting pictures. You can also assign users from this tab. View users associated with OBS elements Click the Users tab in the Organizational Breakdown Structure dialog box to view the users and corresponding security profiles associated with an OBS element.

Assignments for the selected manager are shown by WBS level across the EPS.Project Management . Select the OBS name for whom you want to see assignments. Primavera .Setting Up the Organizational Breakdown Structure 111 View a responsibility list Click the Responsibility tab to quickly see where responsible managers (OBS elements) are assigned across the enterprise.

Project Management . To change the element’s information. To change the element’s position in the OBS. Click the OBS Name column label to display the OBS hierarchy. click the General tab and enter new information. Primavera .112 Part 2: Structuring Projects Editing OBS Elements You can edit an OBS in several ways. and you can delete an OBS element. to make it an element of the Project Coordinator OBS. An outline symbol ( ) in the OBS Name column label indicates a hierarchy display. click the appropriate arrow buttons. The Scheduling Manager OBS element is moved to the right using the right-arrow button. OBS. you can add an OBS element (described earlier). Select the OBS element you want to edit. Edit an OBS element Choose Enterprise. You can change an existing OBS element’s position and information.

OBS. issue. Select the OBS element you want to delete. the module deletes all of the elements contained in that element.Project Management . you are prompted to merge the element with its higher-level OBS element. Click Yes. If the OBS element you want to delete has WBS. then click Del/Merge. Click the OBS Name column label to display the OBS hierarchy.Setting Up the Organizational Breakdown Structure 113 Delete an OBS element Choose Enterprise. or any other data item assignments. risk. If you delete a higher-level OBS element. Primavera . then click Yes again. threshold.

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You can also assign resource calendars and define contact information. and resource codes. This chapter describes resources. and define the price over time for resources and roles. are recorded in terms of cost per unit. are always time-based and are usually assigned to other activities and/or projects. This enables you to schedule and plan costs by role at the project planning stage. You can establish unlimited hierarchical resource codes for grouping and rollups.115 Defining Resources and Roles In this chapter: Resources Overview Viewing and Adding Resources Defining Resource Shifts Defining and Assigning Resource Codes and Values Setting Up Roles Assigning Roles to Resources Defining Custom Resource Curves Resources include the personnel and equipment that perform work on activities across all projects. you can set up roles with specific skill sets and use them as resource assignments until specific resources can be assigned. such as engineers and equipment. material resources. such as supplies and other consumable items. rather than hours. You can create a resource hierarchy that reflects your organization’s resource structure and supports the assignment of resources to activities. Labor and nonlabor resources. . In addition. roles.

and expected end date.116 Part 2: Structuring Projects Resources Overview You can develop a resource plan that integrates resources. and the schedule so you can effectively control your projects. Roles can also be assigned to specific resources to further identify that resource’s skills.Project Management . Roles If you are in the planning stage of your project or want to see how certain resource assignments will affect the schedule. In addition. costs. While some resources are timebased and generally extend across multiple activities and projects. if an activity has any material resources. Roles are project personnel job titles or skills. The primary resource updates the activity’s start date. and a calendar to define its standard worktime and nonworktime. Resources are different than expenses. To enable grouping and rollups of your resources across the enterprise. see “Working with Activities” on page 211. set up resource codes and assign code values. you can assign roles as temporary placeholders for resource assignments. For information about assigning resources to activities. Primavera . set availability limits. and adjust your project plan to avoid overallocation and peaks and valleys of resource use. expenses are one-time expenditures for nonreusable items required by activities. the primary resource may be responsible for reporting the material resource’s hours/units. Begin by defining a list of all the resources necessary to complete the projects included in your enterprise project structure (EPS). Primary resources are also responsible for editing the physical percent complete when weighted steps are linked to activity percent complete for the corresponding activities in a selected project. Primary resources An activity’s primary resource is typically the resource who is responsible for coordinating an activity’s work. unit prices. Group the resources by broad categories so you can easily find a specific resource when assigning resources to a project. For each resource. They represent a type of resource with a certain level of proficiency—rather than a specific individual. Analyze the resource allocation. Define shifts and apply one or more of the shifts to the resources to whom they apply. Use this information to produce resource reports and profiles. finish date.

you cannot roll up lower-level resources to the root resource. For example. instead of a division or a department.Defining Resources and Roles 117 Viewing and Adding Resources Use the Resources window to view and add the resources required to complete all projects across the enterprise. The program manager and/or project controls coordinator may need to participate in this process to make sure resources are distributed consistently based on availability. elements in a resource breakdown structure (RBS).Project Management . For this reason. project managers. Primavera . Team leaders. You can also open the Resources window at the global level—without any projects open. or top-level. and resource managers in charge of teams or groups in the enterprise should jointly establish the resource hierarchy. A root RBS element serves as the lead person (such as a manager). You can set up the hierarchy so that the people managing these groups are at a higher level than the resources in the groups. You can set up multiple root. you may have various teams comprised of individuals in several resource groups in the enterprise. Structure the hierarchy of resources according to the work performed.

or one of the predefined column displays. choose Details. click the Display Options bar. All Resources. Click the Display Options bar. Depending on your user preferences. then choose All Active Resources. choose Chart View. To select the columns to include in the display. If resource security is enabled. then click Add. to display the resource hierarchy. this information can also be entered directly on each tab. choose Group and Sort By. To specify additional information. The wizard prompts you to add the information included on each tab in Resource Details. To display Resource Details. then choose one of the following: To change the resource display from hierarchy to list view. If you do not use the wizard. To organize the resource hierarchy.Project Management . ■ ■ ■ ■ Add a resource Choose Enterprise. then select the resource whose information you want to view. Refer to the Primavera Administrator’s Guide for more information. Click the Display Options bar. ■ To view detailed information about a specific resource. To view resources as a chart. Resources. You can sort resource information in a list display by clicking a column label. then choose Details. click the Resource ID column label. refer to the following sections later in this chapter: ■ Codes – “Defining and Assigning Resource Codes and Values” on page 125 Roles – “Setting Up Roles” on page 128 and “Assigning Roles to Resources” on page 133 ■ Primavera . A triangle symbol in this column label indicates a list display. Customize. then choose Group and Sort By.118 Part 2: Structuring Projects View resources Choose Enterprise. Select the resource immediately above and at the same level as the resource you want to add. or Current Project’s Resources. and choose one of the predefined groupings or customize your own. choose Filter By. Resources. Default. To select the resources to display. the module only displays the resources you have access rights to view. choose Columns. the New Resource wizard may be started. or click Resources on the Home workspace. Refer to this section to establish basic resource information.

General information Use the General tab to enter general information about the selected resource. it indicates an inactive status or unavailability. Primavera . e-mail address. this field will correspond to the E-Mail Address on the Contact tab of the Users dialog box. and edit detailed information about a new or selected resource. name. the resource is available for assignment. click the up/down arrows to move a selected resource up or down in the hierarchy. if cleared. office phone numbers. If this checkbox is marked. view. Click the left/right arrows to indent or outdent a selected resource to denote its position in the hierarchy. used for the employee in your company If the resource is associated with a user in the Timesheets module.Project Management . title. such as social security number. employee ID. and status.Defining Resources and Roles 119 Use Resource Details to add. including the resource’s ID. The employee identifier corresponding to the resource.

Type the number by which the resource’s standard price should be multiplied to determine the resource’s overtime price (standard price * overtime factor = overtime price). clear if you are using the Timesheets module to update actuals. you can select a different currency to associate with the resource. Mark to automatically calculate the selected resource’s actual quantity of work according to project plan rather than reported hours in the Timesheets module. you can select a global calendar or a resource calendar for the resource. You can select a unit of measure name and abbreviation for the material resource.120 Part 2: Structuring Projects Details Use the Details tab to specify a resource’s labor classification—labor (personnel). specify the resource’s default units/ time. Mark to indicate that any new assignments for this resource will have its costs recalculated whenever any quantity changes occur. assign a calendar to the selected resource. displays the view currency selected in User Preferences when the resource was added. specify how actual and remaining units are applied for a resource’s assignments.Project Management . indicate whether a resource can log overtime hours. nonlabor (equipment). Mark to enable the labor or nonlabor resource to record overtime hours for activities in the Timesheets module. The minimum amount of time a resource is available to work on an activity Primavera . and resource leveling. such as changing the estimate to complete for an activity. and indicate that any assignments for a resource will have its quantities recalculated whenever any cost changes occur. tracking. or material (supplies). The module uses your calendar assignments for activity scheduling. By default.

a checkmark will appear in that column for the corresponding resources. The module automatically adjusts the resource’s costs for its assigned activities to reflect price changes for different timeperiods.Defining Resources and Roles 121 Default Units/Time You can enter the default units/time value as a numeric value followed by a forward slash (/) and the appropriate time duration. or 500%. the Max Units/ Time may be 40. In this case. Primavera . The module uses this value in conjunction with the calendar assignment to calculate resource allocation/distribution during scheduling and leveling. Marking the Calculate Costs From Units checkbox simply flags the corresponding resource in the RBS—if you customize columns in the Resources window to include the “Calculate Costs From Units” column. rather than one person performing 8 hours of work per day.00h/d. This means that five people can perform 40 hours of work per day. depending on your user preference setting for time units. the Default Units/Time would be 8. Similarly. If you are entering a percentage. or eight hours of work per day. For example. or as a percentage for labor and nonlabor resources. if the selected resource is a department with five people. a reasonable value may be eight hours (units) per day (duration). The actual setting to perform a recalculation of resource quantities is on the Calculations tab of Project Details.00h/d. if the selected resource is one person.Project Management . you would enter 100% indicating that the resource is available to work full-time. Setting limits helps you quickly identify areas of resource overload in Resource Usage Profiles using different colors to represent limits and overallocated units in histograms. Units and prices Use the Units & Prices tab to specify available quantities (limits) for the resource.

Double-click the cell. Joe. if the shift calendar has more than one shift. or a numeric value followed by a forward slash (/) and the appropriate time duration.Project Management . You can set varying limits and prices over time by specifying the effective start date for each change. The number of units available during each workperiod (hour. For example. Rate Types tab. day. See the Defining Resource Shifts section for information about defining shifts. then type the resource’s price followed by a forward slash (/) and the unit associated with the price.122 Part 2: Structuring Projects Select the resource’s shift calendar and type the applicable shift number for which you are setting limits. suppose you hire a new engineer. You can rename the five available Price/Unit fields in Admin Preferences. week. or month) of the specified timeframe. you must set availability limits (Max Units/ Time). but he does not start for another month. Using Limits for Delayed Resource Start Use limits to delay the start of a resource in the project schedule until the resource is available. You can add Joe’s activities and assignments to the project and then set the resource limits as follows: Effective Date 10AUG01 10SEP01 Max Units/Time 0h/h 1h/h Primavera . depending on your user preference setting for time units. you can enter a percentage. To level resources.

Mark if the resource uses timesheets to record time spent on his or her activities. copying and pasting information from other document files (while retaining formatting). where you can specify a different login name and password. Primavera . You can use HTML editing features. see the Administrator’s Guide. then click the General tab. and adding hyperlinks. Users. inserting pictures.Defining Resources and Roles 123 Notes Use the Notes tab to enter comments about the resource. Choose Admin. Timesheets Use the Timesheets tab to specify the selected resource’s timesheet login name and whether the resource uses timesheets to record hours for assigned activities. For more information about configuring resources for use with the Timesheets module. You must first set up login names in the Users dialog box.Project Management . Click the Browse button to select a login name for Timesheets. which include formatting text. Click to access the Users dialog box. Click the Browse button to select the resource’s timesheet approval manager.

Project Management . for example. Resources to assign the resource shifts to resources in the Resources Window. Choose Enterprise. Resource Shifts. 8:00 rather than 8:30. click Modify. Click Add. The resource calendar is used to determine when the resource can work.124 Part 2: Structuring Projects Defining Resource Shifts You can globally define shifts that span specific work hours over a certain period of time and apply one or more shifts directly to the resources to whom they apply. The total shift hours must add up to 24 hours. then type the new shift’s name. Primavera . and the limits for that period are determined from the shift definition on that resource. and each shift must have a duration of at least one hour. To edit the new shift. Define resource shifts Choose Enterprise. Units & Prices tab. The start hour must begin and end on the hour. The module considers the shift hours when calculating units and prices during leveling.

Project Management . Click Close when you are finished adding codes and value lengths. Management and Engineering. Type the resource code name and enter the maximum number of characters for each value you will be assigning to the code. Type the resource code value name. establish a code called Classification. then click Add. filter. For example. and create values for it. To create a hierarchy of code values. Resource Codes. Set up resource codes Choose Enterprise. Assign these values to the appropriate resources so you can quickly group. select the code for which you want to establish values. the maximum number of characters is preset at the resource code level. click the right arrow key to indent the selected value one level. for example. Add resource code values In the Resource Codes dialog box. Click Modify to add resource code definitions—broad categories for which you will be adding values. Primavera . or sort by all managers or all resources on the engineering team. Type a description for the value.Defining Resources and Roles 125 Defining and Assigning Resource Codes and Values Resource codes provide another way to categorize project resources.

and add one or more resource code columns. Customize.Project Management . then choose Columns. Refer to the following example: Customize columns to include the resource codes for which you want to assign values. click the Display Options bar and choose Details (the box next to the Details command should be marked)..126 Part 2: Structuring Projects You can further categorize code values by arranging them in a hierarchy. or click Assign to select the resource code value for the selected resource Primavera .. Assign resource code values You can assign code values to resources using the Codes tab in Resource Details or by creating resource code columns in the Resources window and then assigning values in the columns. To use columns. To use the Codes tab. Click the Codes tab. click in the column cell for each resource to select the resource code value assignment. click the Display Options bar. then click Assign.

Grouping by resource codes enables you to quickly see the activities that are assigned to a particular area of responsibility or are being performed by a specific group throughout your enterprise. This section is grouped by resource code.Project Management . This section lists the activity assignments for selected resources or roles. Click a group band to see a summary or rollup of a particular group. Customize.Defining Resources and Roles 127 Group and summarize using resource codes One way to use resource codes is for grouping and sorting in Resource Usage Spreadsheets. Primavera . Right-click in a Resource Usage Spreadsheet layout and choose Group and Sort By.

You can establish an unlimited number of roles and organize them in a hierarchy for easier management and assignment. When your plans are finalized. View roles Choose Enterprise. Current Project’s Roles.128 Part 2: Structuring Projects Setting Up Roles Roles are project personnel job titles or skills.Project Management . Assign roles to activities as you would resources during project schedule and cost planning. You can also define multiple price per unit rates and unit/time limits for each role to accurately plan future costs and allocation. You can create a standard set of roles that you can assign to labor and nonlabor resources and activities in all projects in the enterprise. based on each activity’s role and skill requirements. you can replace roles with resources. Roles. ■ Primavera . choose Filter By. To view all roles. for example. The set of roles you assign to an activity defines the activity’s skill requirements. quality assurance tester. then click the Display Options bar. ■ To view only those roles that have assignments in the open project. project planner. and engineer. All Roles. choose Filter By.

Click the Roles tab. Add a role Choose Enterprise. you may want to list specific roles included under Project Manager. inserting pictures. click the right arrow key to indent the selected role one level. Resources. Display Resource Details by clicking the Display Options bar and choosing Details. Roles.Defining Resources and Roles 129 View roles for a specific resource Choose Enterprise. Type the role’s ID and name.Project Management . then click Add. Primavera . You can use HTML editing features. Select the resource whose roles you want to view. and adding hyperlinks. such as Design Manager. copying and pasting information from other documents (while retaining formatting). which include formatting text. For example. Select the role immediately above and at the same level as the role you want to add. Type a description of the role’s responsibilities. To create a hierarchy of roles.

if the price per unit is $25/hour. Click the up/down arrows to move a role up or down in the list. When you assign a role to an activity during project planning. Select the role you want to assign rates to.Project Management . Primavera . For more information on assigning roles to activities. Time Periods tab. and years. days. For example. Add rates to a role You can add up to five price per unit rates for each role in the roles dictionary. Defining rates for specific roles yields more accurate project cost planning results. click the Display Options bar and choose Roles Details. Your system administrator defines the abbreviations for these units in the Admin Preferences. To add rates to a role choose Enterprise. enter 25h. hours. enter 50000y. refer to “Assigning Resources and Roles” on page 230. you can choose which rate you want to use to calculate cost. Enter up to five Price/Unit rates for the selected role. Roles. then click the Prices tab. If tabs are not displayed in the Roles dialog box. click the left/right arrows to change a role’s hierarchy level. months.130 Part 2: Structuring Projects Replace the highlighted text with the ID and name of the new role. You can only enter unit values in minutes. if the price per unit is $50000/year. weeks.

If you enter a price but not a unit. role limits are calculated based on the limit defined for each role’s primary resource. Define role limits Use the Limits tab to specify available quantities (limits) for a role. the module changes the unit for all other defined rates. and Team Usage histogram (Projects section). The unit must be the same for each rate defined for a specific role (e. such as the Capacity Planning chart (Portfolios section). you cannot mix hourly and weekly time units for the same role).Project Management . In the Project Management module. which may not accurately reflect a role’s planned allocation. such as changing the estimate to complete for an activity.Defining Resources and Roles 131 Mark to indicate that any new assignments for this role will have its costs recalculated whenever any quantity changes occur. Resource Analysis tab. Primavera . you can set this same option in the Global Preferences. In P6 Web Access. the default unit is hours. you can choose to display role limits based on the custom role limits you define in the Roles dictionary. In P6 Web Access. Resource Staffing section. If multiple rates are defined for a role and you change the unit for one rate. Enter the price and unit for the selected role.g. Role Usage histogram (Resources section). using different colors to represent limits and overallocated units in charts and histograms. Setting limits helps you quickly identify areas of role overload in Resource/Role Usage Profiles. By default.. you can view role limits in all charts and histograms that display role data. on the User Preferences.

then click the Browse button to select the date the limit takes effect. Doubleclick in the Effective Date column. If tabs are not displayed in the Roles dialog box. The number of units available during each workperiod (hour. then click the Limits tab. depending on your user preference setting for time units. Time Units tab). In the Max Units/Time column. week.Project Management . Primavera . depending on your user preference settings for resource units/time (User Preferences. or month). enter the allocation limit for the role as a unit value or as a percentage. choose Enterprise. You can set varying limits over time by specifying the effective start date for each change. Click Add at the bottom of the Roles dialog box. click the Display Options bar and choose Roles Details. or a numeric value followed by a forward slash (/) and the appropriate time duration. Each effective date must be unique.132 Part 2: Structuring Projects To define role limits. Select the role you want to define limits for. day. Roles. you can enter a percentage.

Select the role you want to assign. then choose Roles Details. click the Role ID column label to sort the display. You can modify role names in the Roles dialog box (choose Enterprise. Mark the checkbox for the role you want to use as the default role. You can analyze resource and skill supply and demand using role and proficiency usage profiles. You can later replace the roles with the applicable resources. Click the Display Options bar. Click the Resources tab. then click Assign. Primavera . then choose Details.Defining Resources and Roles 133 Assigning Roles to Resources The set of roles you assign to a resource describes the resource’s skill capabilities. You can assign roles to resources in two ways: from the Resource Details window or from the Roles dialog box. For information on assigning resources to activities by role. Assign roles to resources from the Resource Details window Choose Enterprise. see “Working with Activities” on page 211. click the Display Options bar.Project Management . These role assignments make it easy to assign resources to activities according to role. select the resource to which you want to assign a role. Click the Roles tab. You can also assign roles to activities directly when you are unsure of the actual resources available to work on those activities. then click Assign. if there are more than one listed for the resource. Resources. Displays resource roles for the selected resource. Assign roles to resources from the Roles dialog box Choose Enterprise. Roles. Roles).

Double-click the displayed proficiency level. then click the Close button.Project Management . Primavera . then select the appropriate proficiency level. click the Assign button.134 Part 2: Structuring Projects Select the resource to which you want to assign the selected role.

Resource curves do not support expenses. For instructions on assigning resource curves to resource and role assignments. you can define the custom curve and assign it to the necessary resource/role assignments. you can create global custom resource curves. When the pre-defined resources curves do not accurately capture how units should be spread for some of your project’s activities. you can manually enter future period planned and remaining units values for assignments in the Resource Usage Spreadsheet (Resource Assignments and Activities windows).Defining Resources and Roles 135 Defining Custom Resource Curves Resource/cost distribution curves enable you to specify how you want resource units or costs spread over the duration of an activity. To use curves to calculate the Actual Units/Cost and EV Units/Costs. mark the Recalculate Actual Units and Costs when duration % complete changes checkbox in the Calculations tab in Project Details. The module contains a set of pre-defined resource curves you can assign to resource/role assignments. Primavera .Project Management . If timesheet data exists for the actuals. Activities with timesheet data continue to spread the remaining units using the curve. If many activities require resource/role units to be spread using the same distribution curve. Type a name for the new resource curve. If some of your activities require unique future period allocations because planned work cannot be accurately distributed using custom resource curves. Refer to “Manually Planning Future Period Assignments” on page 235 for more information. then click Select. The Accrual Type field will continue to spread the expenses. Add a custom resource curve Choose Enterprise. Click Add. Resource Curves. curves are ignored for the actuals and are spread using the timesheet data. Resource units and costs are distributed evenly during an activity unless you specify nonlinear distribution using curves. Select an existing curve from which to copy the curve value percentages. The Resource Usage Profile and Resource Usage Spreadsheet reflect resource curves. Resource curves are not used when leveling. see “Assigning Resource Curves to Resource or Role Assignments” on page 234.

136 Part 2: Structuring Projects You can type up to 60 alphanumeric characters for the new resource curve name.Project Management . then Close. Edit the curve value percentages to create a curve that indicates how your costs/units should distribute over time. Curves are defined by 21 points (at 5% intervals from 0 to 100). Click Modify to define the curve’s distribution. Click Prorate to make the total of the distribution values equal to 100% while maintaining the shape you specified. Click OK. Primavera .

Resource Curves. and earned value for those assignments is recalculated. then click Yes. Primavera . Delete a custom resource curve Choose Enterprise. Click Delete. Select the global curve you want to delete. You cannot delete the default curves. The curve should begin on the “lagged” start date. If you delete a resource curve assigned to a resource or role assignment. the curve is removed from the assignment.Project Management .Defining Resources and Roles 137 Resource lag is taken into consideration.

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139 Reviewing Work Breakdown Structures In this chapter: The Enterprise WBS Viewing a WBS Grouping by WBS Path Adding WBS Elements and Assigning Properties Using WBS Milestones Assigning WBS Category Values Defining Earned Value Settings for Specific WBS Elements Assigning Estimation Weights to WBS Elements A work breakdown structure (WBS) is a hierarchical arrangement of the products and services produced during and by a project. the project manager typically develops the WBS first. The project is the highest level of the WBS while an individual activity required to create a product or service is the lowest level. assigns work products and documents to each WBS element. Each project in the enterprise project structure (EPS) has its own WBS. When creating a project. Specific earned value calculations can be specified for each WBS element. and then defines activities for performing the element’s work. along with an organizational breakdown structure (OBS) element responsible for all work included in the WBS element. . Read this chapter to learn how to set up and implement a WBS.

Project Management . When you create a project. Because financial information is shared between projects and their WBS elements. Open the EPS element whose WBS you want to view. Bldg. and spending plans at a high level in a WBS to indicate when the work should occur and how much its planned budget and monthly spending will cost. or you can display only the work breakdown structures for a specific node or project. WBS. You can break down the work further. budgets.D&E.140 Part 2: Structuring Projects The Enterprise WBS The enterprise work breakdown structure (WBS) consists of the WBS for each project included in the enterprise project structure (EPS). you can differentiate the WBS level from that of the project by adding numbers or letters such as Bldg. extending the EPS beyond the project level. you can use the pre-established budget amounts and funding information you set for WBS elements immediately for their project and activity counterparts.1. You can view the entire WBS at once. in effect. essentially extending the EPS to another level. Primavera . then choose Project. Planning and budgeting You can set anticipated dates. the module automatically creates a WBS element at the same hierarchy level and with the same name as the project.

Project Details The WBS levels to which you want to summarize data for viewing in P6 Web Access. you can create a WBS for a higher-level node of the EPS and include summary data. Primavera . independent of any project. planned budgets. For example. and dates.Reviewing Work Breakdown Structures 141 The budget and spending plan can stand alone to represent financial data for the WBS level.Project Management . You can also summarize project data to a specific WBS level when calculating and maintaining summary data. You can also use the WBS at the planning stage of a project for topdown estimations and summary rollups of data not yet associated with projects.

then choose Chart Box Template and/or Chart Font and Colors. WBS Details. then an information type. then select the WBS element whose information you want to view. click the Display Options bar. choose Show on Bottom. WBS. or customize the columns. To list and sort WBS elements. then choose any of the following: ■ To view detailed information about a specific WBS element. Chart View. you can also click WBS from the Directory bar or from the Home workspace. To change the display’s content and appearance. View the Work Breakdown Structure table Click the Display Options bar. ■ Primavera .Project Management . To change the columns in the WBS display. To change the displayed information. To hide WBS Details. Open the Work Breakdown Structure window by choosing Project. then choose Show on Top. then one of the predefined displays. choose Show on Bottom.142 Part 2: Structuring Projects Viewing a WBS You can view a WBS as a chart or a table. View the Work Breakdown Structure chart Click the Display Options bar. click the Display Options bar and choose Chart Box Template. WBS Table. click the Display Options bar. To change the information the table displays. choose Columns. then choose Show on Top. click the WBS Code column label. No Bottom Layout.

Customize. Primavera . This display is grouped according to OBS assignment. then choose Show on Top. Gantt Chart.Reviewing Work Breakdown Structures 143 You can also choose to display a Gantt Chart to the right of the WBS table. then choose Columns.Project Management . Click the Display Options bar. Click the Display Options bar. to select only the columns you want to display.

Group and Sort by. Primavera .Project Management . Organize multiple projects that follow the same work breakdown structure path. Click Sort. the items are grouped first. then View. Activities. then select a sort order for the WBS path. In the Group By section. Group activities by WBS path Choose Project. then sorted. Click OK. choose Project. Click OK. To view the WBS path in the WBS window. You can also filter or display the WBS path as a column in projects and reports. Click Sort. If you use both grouping and sorting to organize a layout. then choose View. Group and Sort.144 Part 2: Structuring Projects Grouping by WBS Path You can organize multiple projects that use the same work breakdown structure (WBS) by grouping their identical WBS levels. then select a sort order for the WBS path. then select WBS Path. Further organize a layout by sorting to arrange the order of activities. WBS. click the cell. Group by WBS path in the Activities and WBS windows. WBS Path. The WBS path lists activities grouped by WBS levels. without displaying the project level node.

WBS. right-click in the Details area. WBS Details.Reviewing Work Breakdown Structures 145 Adding WBS Elements and Assigning Properties When you create projects. The new WBS element is indented one level under the selected WBS element. Add a WBS element Choose Project. then click Add.Project Management . and choose Customize WBS Details. To specify additional information. Display Work Breakdown Structure Details by clicking the Display Options bar and choosing Show on Bottom. refer to the following chapters: To include/exclude tabs. Select the WBS element immediately above and under which you want to add the new element. Spending Plan. the module automatically creates a WBS toplevel element with the same name and EPS and project IDs as the project. Use the Work Breakdown Structure window to view and edit the open project’s WBS. Refer to the following sections to establish basic WBS properties. and Budget Summary tabs – “Defining Budgets” on page 159 WBS Milestones – “Using WBS Milestones” on page 149 WPs & Docs tab – “Maintaining a Project’s Document Library” on page 375 Earned Value tab – “Defining Earned Value Settings for Specific WBS Elements” on page 152 ■ ■ ■ ■ Primavera . ■ Notebook tab – “Setting Up the Enterprise Project Structure” on page 67 Budget Log.

click the appropriate arrow buttons at the bottom of the command bar on the right side of the Work Breakdown Structure window. used during the project planning stage. WBS Details. only Active status enables access.146 Part 2: Structuring Projects Display Work Breakdown Structure Details so you can add and assign information for each WBS element you create. This includes the code. then enter new information in the tabs. and set at the WBS. name.Project Management . Primavera . The name of the selected WBS element’s root OBS element You can also directly edit some WBS information in the Work Breakdown Structure table. then type or select the new value. In general. a project level option can be set to enable read-only access when the WBS status is Inactive. Edit a WBS element Select the WBS element you want to edit. However. Display Work Breakdown Structure Details by clicking the Display Options bar and choosing Show on Bottom. Doubleclick the information you want to change. The user-defined dates the project/activities associated with the WBS element are expected to start and finish. or project level Determines whether Timesheets users have access to activities within the WBS. EPS. and responsible manager. General information Use the General tab to view and edit the selected WBS element’s general information. To change the element’s position in the WBS. status.

a project level setting on the Project Details Resources tab determines whether Timesheets users can view activities that belong to the WBS. Inactive WBS elements If a WBS element’s status is Inactive. Depending on their timesheet privileges. How a WBS Element’s Status Affects Timesheets Users There are four status types for WBS elements: Planned. Timesheets users can view all activities included in the WBS element. If you delete a higher-level WBS element. then click Delete. but can not edit activities that are included in the Inactive WBS element. Select the WBS element you want to delete. WBS. you are prompted to delete the WBS element and all of its activity assignments. When this option is turned on. Timesheets users cannot view any activities included in the WBS element. Inactive. the element has the same status as that element. Active. If the WBS elements you want to delete have activity assignments.Reviewing Work Breakdown Structures 147 Delete a WBS element Choose Project. This prevents Timesheets users from assigning themselves to and performing work on activities assigned to a WBS element that is not authorized for actual use. users may also be able to assign themselves to and perform work on activities that are included in an Active WBS element. Planned WBS elements If a WBS element’s status is Planned. or merge.Project Management . If a WBS element belongs to a higher-level WBS element. the module also deletes all elements contained in that element. or delete the WBS element and reassign. Active WBS elements If a WBS element’s status is Active. Click OK. Timesheets users can view. Primavera . and What-If. all of its activity assignments to the element’s higher-level WBS element. then click Yes.

Project Management . This prevents Timesheets users from assigning themselves to and performing work on activities assigned to a WBS element that is not authorized for actual use. Primavera . both elements have the same status. Timesheets users cannot view any activities included in the WBS element.148 Part 2: Structuring Projects What-If WBS elements If a WBS element’s status is What-If. If a WBS element belongs to a higher-level WBS element.

and actual finish dates have been entered for five of these activities. need to decide how the module will calculate earned value. The first milestone is complete. For example. Each of these milestones would contain the detailed activities required to complete it. and other individuals responsible for establishing project processes. For example. The module uses the completed WBS milestone to calculate the WBS level’s performance percent complete as 25. The same WBS level is also assigned four WBS milestones having equal weights. the project manager. but only one of these milestones is marked as complete. You can add an unlimited number of WBS milestones. When you mark a WBS milestone as complete. suppose a particular level of the WBS includes ten activities. resource use.Project Management . which can also be used to calculate earned value. percent complete.Reviewing Work Breakdown Structures 149 Using WBS Milestones In the initial stages of project planning. to control the design of a new product. even though half the activities included in the WBS level are finished. That is. and each milestone is given a weight that indicates its importance to the project schedule. writing the design specifications. and financial data. Milestones are assigned at the WBS level. You may want to use WBS milestones when higher-level task increments comprise a body of activities and you want to control the activities at the WBS level. and the corresponding performance percent complete. relative to the other WBS milestones. and so on. Primavera . you might assign WBS milestones to the major steps required to complete the design—such as drafting the requirements. the performance percent complete is applied to all activities under that WBS level and then rolled back up to the WBS. the module uses its weight to calculate the performance percent complete of all activities included in the WBS level. is shown.

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If a WBS element has no activities beneath it, and you mark milestones as complete, the performance percent complete will remain zero. To calculate performance percent complete, add a dummy activity to the WBS element.

Add WBS milestones Use the WBS Milestones tab to add an unlimited number of WBS milestones to a WBS element. Click Add, then type a name for the milestone and assign a weight for calculating performance percent complete for all activities in the WBS element.
The module calculates this performance percent complete, or earned value, based on the weighted milestones you mark as Completed on this tab, independent of the child activities corresponding to the selected WBS element. Type a number indicating the significance of this milestone relative to the others listed, and to calculate a corresponding percent complete value when the milestone is marked Completed.

When you mark the checkbox for a milestone, the module calculates the performance percent complete for the WBS element based on the milestone’s weight value in combination with the other milestones listed.

How Weights Affect Percent Complete
If all weighted milestones for a WBS element have a value of 1.0 and you have a total of four milestones, marking one as Completed would indicate that the WBS element is twenty-five percent complete. If this same milestone had a weight of 9.0, and the other three had 1.0 weights, marking it Completed would indicate that the WBS element is seventyfive percent complete. The module uses the following formula to calculate percent complete from weighted milestones:
Actual Weight of Completed Milestones / Total Possible Weight of All Milestones

Applying this formula to the previous example, the completed milestone has a weight of 9.0, and is divided by the total weight of all milestones (12.0), to equal seventy-five percent complete.

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Assigning WBS Category Values
Depending on your security profile, you can define a custom category and category values for WBS elements. This category and its values are not project-specific; you can assign category values to all WBS elements in the EPS, which allows you to customize the module to reflect your organization’s terminology and unique requirements. This category and its values also enables you to group, sort, and filter WBS elements.
For more information about defining a WBS category and values, refer to the Primavera Administrator’s Guide.

Establish a custom category and its values using the Admin Categories dialog box. The Admin Categories dialog box appears when you choose Admin, Admin Categories. Assign a WBS category value Choose Project, WBS. Add the WBS category as a column by clicking the Display Options bar and choosing Columns, Customize. Select the WBS category name under General in the Available Options area, then click the right arrow button to move it to the Selected Options column; click OK. Select the WBS element to which you want to assign a category value, then click the Browse button in the WBS category column.

Select the value to assign to the WBS element, click the Select button, then click the Close button.

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Defining Earned Value Settings for Specific WBS Elements
Earned value is a technique for measuring project performance according to both project costs and the schedule. This technique compares the budgeted cost of the work to the actual cost. While earned value analyses are typically performed for WBS elements, you can also perform an earned value analysis for activities and groups of activities. Use the Earned Value tab in Work Breakdown Structure Details to specify settings for calculating the selected WBS element’s earned value. Earned Value cost is the portion of the budgeted total cost of the activity that is actually completed as of the project data date; it is calculated as
Earned Value = Budget At Completion (BAC) x Performance % Complete

The method for calculating the performance percent complete depends on the earned-value technique selected for the activity’s WBS.
To define default earned value settings for all WBS elements, choose Admin, Admin Preferences, then click the Earned Value tab.

Define earned value settings for a specific WBS element Display Work Breakdown Structure Details by clicking the Display Options bar and choosing Show on Bottom, WBS Details. Select the WBS element whose earned value settings you want to define, then click the Earned Value tab.

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In the Technique for Computing Performance Percent Complete area, choose the completion percentage method you want to use when calculating an activity’s earned value:

Activity Percent Complete: Calculates earned value according to current activity completion percentages and the percent complete type selected on the General tab of Activity Details. Use Resource Curves / Future Period Buckets: If you want to override the Activity Percent Complete type for activities that have a resource curve assigned to at least one of the resource assignments, or for activities that have assignments with manuallydefined future period bucket values. If a curve is assigned, Units Percent Complete is always multiplied by the Budget at Completion to calculate Earned Value. WBS Milestones Percent Complete: Calculates earned value according to completion of the WBS element’s weighted milestones, rather than the completion percentages of the element’s activities. 0/100 Percent Complete: Calculates earned value as 100 percent only after the activity ends. Until the activity is complete, the activity’s earned value is zero percent. 50/50 Percent Complete: Calculates earned value as 50 percent after the activity starts and until the activity ends. After the activity ends, the activity’s earned value is 100 percent. Custom Percent Complete: Calculates earned value as a percentage you specify. This percentage applies after the activity starts and until the activity ends. After the activity ends, the activity’s earned value is 100 percent.

For more information on Future Period Bucket planning, see “Manually Planning Future Period Assignments” on page 235.

In the Technique for Computing ETC area, choose the method you want to use when calculating an activity’s estimate to complete (ETC) value:

ETC = Remaining Cost for Activity: Calculates ETC values as the remaining cost to complete an activity (ETC = remaining duration of activity * applicable resource rates). PF = 1: Calculates ETC values as Budget At Completion (BAC) less Earned Value Cost. This method yields an optimistic result. PF = 1/CPI: Calculates ETC values according to a Performance Factor (PF) of 1 divided by the Cost Performance Index (CPI).This method yields the most likely result.

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PF = 1/(CPI*SPI): Calculates ETC values according to a PF of 1 divided by the product of the CPI and Schedule Performance Index (SPI). This method yields a pessimistic result. PF =: Calculates ETC values according to a PF you specify.

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Assigning Estimation Weights to WBS Elements
You can assign estimation weights to work breakdown structure (WBS) elements and activities to perform Top-down estimation. You can assign estimation weights directly in the Project Management module or import them from the Methodology Management module using Project Architect.
For information about using Top-down Estimation, see “Performing Top-Down Estimation” on page 271.

The Project Management module uses the estimation weights to calculate the number of units that each WBS element receives in relation to its lower-level elements in the WBS hierarchy. For example, if 1,000 days of labor are applied top down to three WBS elements with estimation weights of 30, 30, and 40, then each WBS element receives 300 days, 300 days, and 400 days, respectively. Top-down estimation weights are relative values between elements in the WBS hierarchy; the absolute values of the estimation weights have no meaning. Top-down estimation uses the WBS Estimated Weight field to determine how to “push down” the units within each branch of the WBS. The algorithm is:
WBS 1.1 Weight WBS 1.1 Units = Sum of All WBS Weights at WBS Level x Est Units

where: WBS 1.1 Weight = Weight of WBS 1.1 WBS 1.1 Units = Number of Units Allocated to WBS Element 1.1 Sum of All WBS Weights at WBS Level = Sum of Weight of All WBSs at Same Level of Hierarchy as WBS 1.1 Est Units = Number of Estimated Units Distributed Among All WBSs at WBS Level 1.N For example, if you select a WBS with three, level-one WBS elements beneath it, and each of those elements has a weight of 1 with an estimate of 100 days, the module calculates each WBS as having 33.3 days, as follows:
1 Units = 1 + 1 + 1 x 100d = 33.3d

Alternatively, if the weights for each WBS element vary, such as 6 for one element and 2 each for the other two elements, the result is 60 days for the first element, and 20 days each for the other two elements:
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The algorithm continues to calculate any lower-level WBS elements in the WBS branch to distribute the units accordingly. This process continues until all WBS levels in the branch have been considered; it then continues with the next branch in the hierarchy. The module ignores any WBS element that does not have activity assignments when distributing units within a branch of the WBS. If an activity has multiple resources assigned, each resource will be allocated remaining units in proportion to how many remaining units each resource previously was assigned for that activity. For example, if Resource 1 previously had six hours of remaining units on an activity with remaining units of five days, and Resource 2 previously had four hours of remaining units, Resource 1 will now have remaining units of three days (24 hours) and Resource 2 will have remaining units of two days (16 hours).
If an activity is completed, that activity is allocated zero remaining units. If all activities under a WBS are completed, zero units are distributed to that WBS.

Assign estimation weights to WBS elements Choose Project, WBS. Click the Display Options bar, then choose Columns, Customize. In the Est Weight column, enter the applicable weights for each element listed.

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You can also right-click to select the columns to display for entering data.

Type directly in the column field for the WBS element to enter its estimated weight.

Assign estimation weights to activities Choose Project, Activities. Click the Display Options bar, then choose Columns. Add the Est Weight column by selecting it in the Available Columns list and clicking the right arrow. Click OK. Enter the applicable weights in the Est Weight column for each activity listed.

Est Weight is located under the General listing.

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Defining Budgets
In this chapter:
Top-Down Budgeting Establishing Budgets Establishing a Monthly Spending Plan Tracking Budget Changes Establishing Funding Tracking and Analyzing Budgets

Budgets consist of the total estimated effort (or quantities) necessary, and the cash flow required, to complete a project. Before a project starts, the resource/cost manager, along with the operations executive, program manager, and project manager, determine scope and budget requirements, and set these estimates. As requirements change, resource and financial support are adjusted to compensate for those changes. The individuals involved in project funding and financial support can perform topdown estimating and log changes to the budget in the project planning stage, or after the project is underway. The module tracks these changes, while retaining the original amounts. Read this chapter to learn how to establish a budget, note and implement changes to it, and track monthly spending and variance at various levels in your enterprise—enterprise project structure (EPS) node, project, and work breakdown structure (WBS).

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Top-Down Budgeting
The ability to perform top-down planning is key to enterprise-wide planning and control. If an organization’s projects have a budget of $5 billion over the next two years, the details probably will not be worked out until some period after the first project commences. The structure used by a company to organize its projects must be flexible enough to allow each project and group of projects to maintain its WBS and to draw only against the resources normally allotted to it. The module facilitates a top-down budgeting approach to cost management. The resource/cost manager or other person responsible for making decisions about project launches generally establishes highlevel budget estimates. These estimates are set at each EPS node. Project managers distribute the budgets to the projects for which they are responsible in each node, as shown in the following example.

Set original budget estimate at EPS node.

Assembly Auto Conv

$6,000,000 $4,000,000 $2,000,000 $1,500,000 $1,500,000 $3,000,000

Distribute original budget at the project level. Values do not roll up, and distributed values do not have to equal the budget of the higher-level EPS node.

Corporate FS-upg Facilities Bldg Hydra-DE

$2,500,000 $500,000

Once budget estimates are set at the EPS level, you can establish a monthly spending plan to keep track of cash flow for each node and project.

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Assembly
MAY03 JUN03 JUL03 AUG03

$6,000,000 $180,000 $360,000
Spending plan at EPS node

$710,000 $2,000,000

AUTO
MAY03 JUN03 JUL03 AUG03

$4,000,000 $100,000 $200,000 $300,000 $850,000

CONV
MAY03 JUN03 JUL03 AUG03

$2,000,000 $100,000 $170,000 $450,000 $850,000

Spending plan at project level

With spending plans in place, you can compare the monthly totals for the EPS node with those of all projects in the node, to ensure monthly spending does not exceed your original budget estimates.
Spending Plan Spending Plan Tally Variance (Assembly) (AUTO+CONV) MAY03 JUN03 JUL03 AUG03 $180,000 $360,000 $710,000 $2,000,000 $200,000 $370,000 $750,000 $1,700,000 – $20,000 – $10,000 – $40,000 $300,000
Negative variance indicates a need to reevaluate planned spending during these months.

If your projects use funding to support budgets, you can also set up a Funding Source dictionary, which you can then use to quickly assign specific funding sources to budget items as you develop projects. When estimates are firmly established, resource/cost managers and team leaders can set budget amounts and spending plans at the WBS levels for which they’re responsible. Resources and budgets can then be allocated at the activity level.
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Once projects are underway, you can monitor budget changes using change logs, and continue to track monthly spending as actual costs are applied. When your projects are complete, you can record and maintain the benefit, or return on investment (ROI), of performing each project. This value assists the operations executive in the strategic planning process when undertaking future projects. The remainder of this chapter discusses how to establish budgets, spending plans, and funding, as well as how to track changes.

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Establishing Budgets
You can establish budget estimates at the planning stage, then refine them as projects progress. Document budget changes as they occur, and then use these changes to calculate the latest budgeted amounts for the project. You can also record monthly spending of budgeted funds, track the current and undistributed variance amounts, and roll up the monthly spending plan of each project in a branch to its higher EPS nodes. Set up the total budget for each EPS node in the hierarchy first, then enter the applicable portion of the total budgeted amount to each project in the node’s branch. Once these initial total amounts are entered, you can start apportioning anticipated monthly spending amounts per project. The module then tallies the amounts for the projects so you can keep track of the total spending plan and assess the variance between this total and the current budget. This process is ongoing through the project life cycle. Close to the completion of the project, you can better determine profitability and enter the ROI. This amount can be used as a gauge when determining whether a project of this type should be undertaken in the future.
Display Project Details by clicking the Display Options bar and choosing Show on Bottom, Project Details.

Establish budgets Choose Enterprise, Projects, to open the Projects window. (If you already set budget estimates for nodes and projects, open the WBS window to enter budgets for the WBS levels in your projects.) Click the Budget Log tab for the selected node/project (or WBS element). Enter the total budgeted amount you anticipate for this project in the Original Budget field.

Primavera - Project Management

After you have entered budgeted totals for a node and its projects. Read the next section for more information. Primavera .Project Management . you can start apportioning anticipated monthly spending amounts for each of the projects in the branch.164 Part 2: Structuring Projects Enter the total estimated budget amount for the selected EPS node or project.

The Spending Plan tab also totals the spending plans of lower levels of the EPS on a monthly basis so you can compare how much you distributed at a high level to how much was actually distributed at lower levels. Monthly spending plan of levels beneath the EPS node selected The difference between the EPS node’s monthly spending and that of its projects’ tallies.000.000 more than was planned. the spending plan for 01MAY is $150.000) in the Undistributed Current Variance column. The combined spending plans of Assembly’s projects (AUTO and CONV) is $160. Primavera .000. The Spending Plan Tally column shows any amounts previously recorded for project spending plans. In the following example. it appears in red ($10. Enter monthly spending amounts at the EPS level Click the Spending Plan tab in the Projects window for a selected EPS node or project.Project Management .Defining Budgets 165 Establishing a Monthly Spending Plan You can distribute the budget monthly for each EPS node and project to create a spending plan. at the EPS node level Assembly. Because this amount is $10. Enter total expenditures for each month in the Spending Plan column.

Primavera . Enter the benefit amount.Project Management . in the Benefit Plan column. or profit return on your monthly spending. This plan helps you track the financial benefit of performing the projects on a monthly basis. The module also tallies the benefit plans for the combined project amounts in a selected EPS node branch.166 Part 2: Structuring Projects You can also use the Spending Plan tab to establish a monthly benefit plan.

Defining Budgets 167 Tracking Budget Changes As projects progress. when. where. or the project manager of the affected project. or other factors that affect original budgeted amounts. the program manager of the affected EPS node. this log also provides a clear indication of the who. funding additions/withdrawals. Only authorized project participants may issue budget changes and mark them as approved. often occur. what. changes in scope. resource reallocation. You may post a change amount as Pending. Change amounts are not incorporated in the current budget until these amounts have an Approved status. The Budget Change Log enables you to track modifications that affect the budget. and how behind the change. The module recalculates the new budgeted amount and adjusts the current budget based on approved changes to the log: Proposed Budget = Original Budget + Approved Budget Changes + Pending Budget Changes Current Budget = Original Budget + Approved Budget Changes Primavera . must then mark the amount as Approved or Not Approved.Project Management .

168 Part 2: Structuring Projects Enter the budget. distributed current budget. The Budget Summary tab enables you to see the current budget. As the project progresses. and benefit plan totals for an overall picture of how your projects are doing financially. record any changes.Project Management . The module calculates these fields based on the original budget and approved and pending budget changes. Current Budget –Total Spending Plan Total Spending Plan – Total Spending Plan Tally Primavera . Click the Budget Summary tab to track budget and spending totals as projects progress and changes occur.

You can apply unlimited funding assignments to each EPS and project level. Type any additional information about the fund in the Description area using HTML editing features. To display your funding hierarchy as a chart. Select the funding source immediately above and at the same level as the fund you want to add. capital. Define funding sources Choose Enterprise. such as those affiliated with a particular agency. click the Display Options bar and choose Chart View. Funding Sources. then click Add.Defining Budgets 169 Establishing Funding If you are working on government. which you can then use to quickly assign specific funding sources to budget items as you develop projects. you can set up a Funding Source dictionary. inserting pictures. and adding hyperlinks.Project Management . copying and pasting information from other document files (while retaining formatting). then click Close. Primavera . You can set up the Funding Source dictionary as a hierarchy to categorize and group similar funds. or other projects that are traditionally funded by sources outside or within your organization. which include formatting text.

amount. Specify your funding source. Funds do not roll up. or available to any EPS node or project in your EPS hierarchy. You can add a Total Funding column in the Projects window to display the sum of the funding for each project and EPS node. Primavera . You define both the amount and share values for the fund. you edit them for each EPS level to allow for top-down planning. The fund share value is the portion of the total funded amount contributed by the funding source for the assignment. and fund share percentage at the EPS or project level. Use the arrows to change the placement of a selected fund in the hierarchy.170 Part 2: Structuring Projects The funds you establish are global. You can assign the same funding source multiple times with varying monetary amounts and share contributions for different levels of the EPS.Project Management .

Primavera . you can assign one or more funds to each node or project.Defining Budgets 171 The totals shown represent the total funding amount for a particular EPS node or project. Set up fund contributions individually to the applicable EPS nodes and projects.Project Management .

you can customize columns and produce reports to display original budget amounts per project. see “Reviewing Work Breakdown Structures” on page 139. activity. and “Working with Cost Accounts and Project Expenses” on page 257. When current spending differs from original budget estimates. A variance amount shown in parentheses indicates a negative variance amount for the project. then click the Display Options bar and choose Columns. along with the variance amounts resulting from current use versus original estimates at the activity level.Project Management . along with the current variance amounts. This is beneficial in the early stages of your projects when you may not have all resources and estimates in place to cover the scope and goals set forth by upper management. respectively. For information about assigning and analyzing budgets at the WBS. You can select any budget-related columns from the list of choices. The following example compares the original budget amounts assigned to the projects and the current variance resulting from budget spending on those projects to date. “Working with Activities” on page 211.172 Part 2: Structuring Projects Tracking and Analyzing Budgets The resource and cost spreadsheets provide an overall picture of unit and cost budget distributions. For information about running reports. Create a layout for budget and variance comparison Open the Projects window. see “Printing Layouts and Reports” on page 509. Customize. Primavera . a variance results. At the EPS level. and cost account levels.

. and Filtering by Codes You can organize the projects in the enterprise project structure (EPS) in groups according to specific categories. you can establish as many as you need to meet the filtering. Read this chapter to learn how to set up project codes. and use project codes to organize your enterprise layouts. sorting. and reporting requirements for your projects. The module supports an unlimited number of hierarchical project codes. For example.173 Establishing Project Codes In this chapter: Defining and Assigning Project Codes Grouping. such as location and division. assign code values to projects. Summarizing. use project codes to arrange projects hierarchically when your EPS contains many projects within many levels. using project codes.

You can create values for the predefined codes. Project codes are set up in the Project Codes dictionary. choosing Group and Sort By. which is available to the entire enterprise. Any project not assigned a value for the project code is placed at the bottom of the window under a No Code group band. all predefined project codes are available in the Group and Sort By menu. All projects assigned a value for that code display in the Open Project dialog box or the Projects window. You can group by project code in the Open Project dialog box and in the Projects window. grouped by their corresponding value. or you can create new project codes and values for use with your projects. by right-clicking anywhere in the dialog box or window. Choose to group the selected projects by project code. and to generally distinguish one project from another.Project Management . then selecting the project code name. Primavera . Assign code values to projects using the Codes tab in Project Details.174 Part 2: Structuring Projects Defining and Assigning Project Codes You can use project codes to group projects and consolidate large amounts of information.

Primavera . Within these office locations. To indent a department beneath a city location. In the Project Codes dialog box. click Close in the Project Code Definitions dialog box. select the code. To add values to a project code. if you create a code called Location. you can create values for the specific departments located in that city. For example. Chicago. To change a code value’s position in the project codes hierarchy. Project Codes. such as Philadelphia. Click the right arrow button to indent the department. then click Add and type the values and descriptions.Establishing Project Codes 175 Define project codes and values Choose Enterprise. Click Modify. along with the number of characters that will be available for each code value. select the project code for which you want to establish values. Click Modify in the Project Codes dialog box. and San Francisco. first select the department. you may then want to specify code values for the different cities in which your company has offices. then click the up or down arrow buttons until it is directly below the city location. then define as many project code definitions as you need. then click the appropriate arrow button. then supply a project code name.Project Management .

you can display the Project Score field in the Project Statistics portlet and scorecard portfolio views to view the score of each weighted project code you create. Primavera .176 Part 2: Structuring Projects Click the arrows to move values up or down in the list. in Project Codes. click the Display Options bar and choose Chart View. In P6 Web Access. then choose Weight. Defining weighted project codes Weighted project codes enable you to rank or prioritize projects using a weight value and then view projects by score. or to change a selected value’s position in the hierarchy.Project Management . assume you rank projects in terms of risk. Project codes with the highest score have the most risk. those with the lowest score have the least risk. enter a value in the Weight column. To see a graphical display of your project codes hierarchy. For example. The Project Management module works with the project codes and scoring feature of P6 Web Access to determine the score of each project code. select Columns. click the Display Options bar. You can also modify the appearance of the table or chart using the other menu commands available from the Display Options bar. To display the Weight column. To add weight to a project code.

If the Codes tab is not shown in Project Details. Assign project code values In the Projects window. click the value for the applicable code. select Codes from the list of available tabs. Close button Assign button Primavera . you can display the Weight column along with the Weight Percent and Max Code Value Weight columns. click the right-arrow button to move it to the Display Tabs column. select the project for which you want to assign project code values. then click the Assign button. then choose Weight.Project Management . right-click in the Details area of the Projects window and choose Customize Project Details. then click OK. Display Project Details by clicking the Display Options bar and choosing Details (the box next to the command should be marked). The Weight Percent column displays the project code weight divided by the total of all project code weights. select Columns.Establishing Project Codes 177 In Project Code Definitions. Click the Codes tab. In the Assign Project Codes dialog box. click the Display Options bar. then click Assign. The Max Code Value Weight column enables you to enter the maximum allowed weight value for a specific project code type. To display these columns.

Primavera . Press and hold the Ctrl key. You can also assign several values at once. Click the Assign button.Project Management . then select each value you want to assign.178 Part 2: Structuring Projects Click the Close button in the Assign Project Codes dialog box when you are finished assigning project code values to the project.

such as product line or location. and summary bars. The module creates a group band for each Group By parameter you select in the Group and Sort dialog box.Establishing Project Codes 179 Grouping. click the Display Options bar. To select the bars included in the Gantt Chart. The summary bar begins at the earliest start date of all projects that are assigned the code value and extends to the latest early finish date of all projects that are assigned the code value. Summarizing. which represent all projects within each group band. Group by project codes so the layout is easy to read.Project Management . Current bars. are included in the layout. Grouping enables you to focus on a particular aspect of projects. projects assigned the same division values are grouped together and identified by description bands. then choose Bars. Summary bar Current bar Group by project code Click the Display Options bar. Primavera . then choose Group and Sort By. In the following example. Choose a specific project code or choose Customize to include additional codes or other project elements in your layout. which represent the early or actual start and finish dates for each project. and Filtering by Codes Use project codes to group projects in Activity Table and Gantt Chart layouts within the Projects window.

then choose Show on Top.Project Management . If the Gantt Chart is not displayed. Mark the Indent checkbox for hierarchical items to show all levels or only levels up to the number indicated in the To Level cell. specify the lowest level you want to include for the Group By element. Summarize project code groups By default. the module summarizes the data included under each group band at the group band level in the layout and shows summary bars in the Gantt Chart. You can group by more than one item by adding additional rows. double-click the Font & Color cell for each item. see “Summarizing Projects” on page 341. and enter the time interval by which to group daterelated elements. Gantt Chart. choose whether to show summary data. You can indent only one level per group. Mark to hide group title bands that do not contain activities within the group. Click in the first row of the Group By column. The summary data are current up to the date when data were last summarized. If you select a date Group By item. To change the font and background color of the group bands. click the Display Options bar. indent the group band. then select the project code or other parameter by which you want to group. Primavera .180 Part 2: Structuring Projects You can customize the appearance of each group band. For more information about summarizing data. you can select the time interval in the Group Interval cell.

A plus sign (+) displays before the group band name when a group is summarized. Click the Display Options bar. click the Layout Options bar and choose Collapse All. In this case. select the Division project code. Customize. If your layout is grouped by EPS also. double-click the band. all projects with the project code value of Accounting for the Division project code will be selected. For example. To summarize all groups in the layout.Project Management . Click New in the Filters dialog box to add a filter. Select the filter parameter. Identify the filter with a meaningful name. Primavera . to review only the projects within a specific division. mark the Display checkbox for the EPS Summary bar. then choose Filter By. To exclude the project details and show only a summarized band. Filter by project code You can create custom filters that use project codes to limit the projects that are included in the Projects window.Establishing Project Codes 181 Mark to display a summary bar for each group band in the layout.

Customize. You can also display specific information for these projects by modifying column data—click the Display Options bar. or click OK to apply the filter to the layout and close the dialog box.182 Part 2: Structuring Projects Click OK to return to the Filters dialog box. then choose Columns. This layout contains the projects selected by the filter. The new filter is listed under User Defined filters. indicating it is active. Click Apply to see the projects selected by the filter. Primavera . and the corresponding select checkbox is marked.Project Management .

This chapter describes how to configure user-defined fields to meet your project’s needs. For example. You could also track resource. variances.183 Working with User-Defined Fields In this chapter: Creating User-Defined Fields Working with User-Defined Fields Working with Indicators User-defined fields enable you to customize fields and values and add them to the project database. you can use them to track additional activity data such as delivery dates and purchase order numbers. and revised budgets. .and cost-related data such as profit.

Issues. you can add columns and group. Number. drawing numbers.184 Part 2: Structuring Projects Creating User-Defined Fields User-defined fields (UDFs) enable you to add an unlimited number of custom fields and values to the project database. and filter data based on the UDFs applicable to the subject area. when you create a column for the Start Date you can only enter dates in the Start Date column. Activity Steps. Projects. variances. Risks. delivery dates. refer to “Working with Indicators” on page 188. For more information on Indicator-type UDFs. sort. Expenses. and revised budgets. WBS. The data type you select determines the type of data you can specify in a field. Subject areas You may customize an unlimited number of UDFs in any of the following subject areas: Activities. profit. Start Date. and Indicator. The Indicator UDF is a special type of field that enables you to enter color-coded values and display them in columns and reports. Activity Resource Assignments.Project Management . Data types For each custom field you create. and Work Products & Documents. if you select Start Date. Resources. Integer. The following table summarizes the data types available and their uses in user-defined fields: Data Type Use For Text Start Date Text or combinations of text and numbers Start date Finish Date Finish Date Number Cost Indicator Numeric value with two decimal places Currency value An indicator field that you can use to enter color-coded icon values in columns and display color-coded text in reports Numeric data except money Integer Primavera . Finish Date. Examples of UDFs include purchase order numbers. you can specify any of the following data types for that field: Cost. In each of these subject areas. For example. Text.

Select the subject area to which you want to add a new field. Primavera . Double-click in the Title column and type a name for the UDF. in the Project Expenses subject area. Also. Only users with security privileges to edit UDFs can add. then click Add. The Add and Delete buttons are disabled if you do not have edit privileges for user-defined fields. you could enter Change Order # as the title and select Cost as the data type.Project Management . then click Close. User Defined Fields.Working with User-Defined Fields 185 Defining user-defined fields Choose Enterprise. Organizations using Primavera ProjectLink cannot define or assign values to UDFs for Microsoft Project (MSP)-managed projects in the Project Management module. Doubleclick in the Data Type column and select the appropriate data type. modify. click the Help button on any ProjectLink screen to access the Primavera ProjectLink Help in Microsoft Project (available only if ProjectLink is installed). Any user can assign values to existing UDFs in columns. Users that do not have access rights to edit UDFs can still view them in the User Defined Fields dialog. or delete UDFs in the User Defined Fields dialog. For example. For more information on ProjectLink. only users with project security privileges to view project cost data can view UDF values with a Data Type of Cost. Enter a Title and Data Type for the user-defined field. You must select a subject area before entering a Title or Data Type.

There are no pre-existing UDFs available in the database. Sort. For detailed information on reports. Issues. and Expenses user fields. group. refer to “Using Global Change” on page 253. Select the user-defined start and finish date values in the User Start Date and User Finish Date fields. Bars. To filter data based on a UDF. In the Report Wizard. and Filtering Data” on page 435. click Add. To assign a global change click Tools. select View. and filter based on UDF data. and view summaries. Activity Steps. if you create a UDF called Purchase Order Number in the Project Expenses subject area. Sorting. Filters. Global change using UDFs You can use Global Change to assign values to Activity. refer to “Customizing Reports” on page 473. you can group. sort. You must create UDFs in the User Defined Fields dialog before you can assign and populate UDFs using Global Change. and filtering data. Activity Resource Assignments. any UDFs you selected will appear in columns. To group and sort based on UDFs. and Filter UDFs When a layout is grouped by user field. Creating UDF columns You can display UDFs in the columns of the Activity Table. Read the following sections to learn more about utilizing these capabilities. Projects. For detailed information on formatting bars. In the Timescale field. sort. refer to “Formatting Gantt Charts” on page 452. For detailed information on Global Change. For detailed information on adding columns. Click View. and filter data based on a UDF. Enter a name in the Name field. Global Change.186 Part 2: Structuring Projects Working with User-Defined Fields Like other data fields. WBS. Formatting UDF date bars You can create bars for user-defined date fields and view them in the Gantt chart. refer to “Customizing Layouts” on page 445. the Purchase Order Number UDF can only be viewed in the Expenses layout. Project Expenses. After you run the report. Group. filter. refer to “Grouping. sort. For example. Viewing UDFs in reports You can view UDFs in reports and display them in columns. You can only create columns for a UDF in the layout of the subject area in which you created the UDF. and view UDF data in reports. and Work Products and Documents. For detailed information on grouping. Primavera . You can also group.Project Management . you can create columns for UDFs. Activity Resource Assignments. you can select any UDF to be included in the report. select User Dates (the User Start Date and User Finish Date fields will become enabled). Resources. In the Bars dialog. sorting. Group and Sort. Risks. click View.

the bar will not be displayed. Click Apply.Working with User-Defined Fields 187 You must create user-defined start date and finish date fields in the User Defined Fields dialog before you can create bars for these fields in the Gantt chart. If you select a User Finish Date that is earlier than the User Start Date. If desired. Select User Dates in the Timescale column. The User Finish Date and User Start Date fields are automatically enabled when you select User Dates in the Timescale column. Also. If desired. click the Bar Labels tab and enter information to display UDFs as a label on any bar. or if there is no value associated with those fields. Primavera . the User Finish Date and User Start Date columns are only editable when you select User Dates in the Timescale column. OK. Click in the Filter column to open the Filters dialog. Select a filter and click Apply. click on the Bar Style tab to change the bar’s appearance.Project Management . OK.

Click Add. Indicator UDFs can be used to highlight Activities. click User Defined Fields. green. select Indicator. Enter a name (e. Selecting Indicator UDF values Once you create an indicator UDF. Like all other UDFs. whether in columns. resource. you could group activities based on priority or status using Indicator UDFs. Risks. and reports. Projects. reports. Primavera . In the Data Type field.Project Management .. project. you can assign indicator values. High Priority) in the Title field and click Close. global change or bars. group and sort. You must create columns for indicator UDFs in order to assign values to a particular activity. You must select one of these values whenever you enter a value for an Indicator UDF. These values. refer to “Working with UserDefined Fields” on page 186. and filters Defining Indicator UDFs From the Enterprise menu. display in columns group and sort data based on indicators filter data based on indicators perform global changes display as labels on timescale bars view indicator data in reports using columns. Expenses.188 Part 2: Structuring Projects Working with Indicators Indicators are a special type of user-defined field (UDF) that enable you to select color-coded icons as values for display in columns. An indicator UDF can have one of four values: red. then select the Subject Area to which you want to add the indicator UDF. For example. group and sort. shown in the next figure. yellow. Activity Resource Assignments.g. are selectable icons in a drop-down list when you click on a UDF field. Issues. group and sort. filters. WBS. you can perform the following functions using Indicator UDFs: • • • • • • For more information on defining UDFs. etc. or blue. Resources. and Work Products & Documents. filters. Activity Steps.

you could create an Indicator UDF in the User Defined Fields dialog called Priority Indicator. Primavera . and select the appropriate value.low priority activities that have started First. Then. You could then group. you would identify the activities you want to add an indicator value to. you would create a column for the Priority Indicator UDF. and filter data based on the Priority Indicator value. in Activities. click in the Priority Indicator field. sort.completed activities Blue . with Indicators grouped by type. In the Priority Indicator column.high priority activities that have not started Yellow .Project Management . The Activity Table would look similar to the following figure.Working with User-Defined Fields 189 Indicator UDF example As an example.high priority activities that have started Green . assume you want to create an Indicator UDF that signifies status and priority of activities based on the following parameters: • • • • Red .

the value is red. Indicator UDF icon values display as text in reports.e. as shown in the next figure. rather than displaying the icon. The values will display as icons in each of these cases. group and sort. bars. except reports. and reports Modifying columns. filters. In reports. global change. filters.Project Management . and reports to include Indicator UDF data is functionally the same as other types of UDFs. Primavera .190 Part 2: Structuring Projects Indicator UDFs in columns. bars. global change.. Indicator UDF columns show the text value of the icon (i. or blue). green. group and sort. yellow.

Read this chapter to learn how to add and modify calendars. The module uses your calendar assignments for scheduling and tracking activities.191 Creating Calendars In this chapter: Adding Calendars Modifying Calendars You can create and assign calendars to each resource and each activity. You can link resource and project calendars to global calendars. An activity’s type determines whether the activity uses the calendar of an assigned resource or its activity calendar. Changes to a global calendar apply to all resource and project calendars linked to the global calendar. and resource vacation days. . These calendars define the number of available workhours in each calendar day. You can also specify national holidays. your organization’s holidays. project-specific work/ nonworkdays. and leveling resources.

To edit the new calendar. For information about assigning global or project calendars to activities. resource. click Used By. you can create different calendars and assign the activities and resources in your projects to them. Type the new calendar’s name. You can assign resource or global calendars to resources. see “Working with Activities” on page 211. To view the calendar’s assignments before changing it. The global calendar pool contains calendars that apply to all projects in the database.Project Management . The project calendar pool is a separate pool of calendars for each project in the enterprise. while others are performed part-time (such as Monday. see “Defining Resources and Roles” on page 115. For information about modifying calendars. To make the new calendar the default global calendar for activities and resources. For information about assigning resource calendars to resources. If you are creating a project calendar. click Used By. Select the calendar you want to copy for the new global calendar. and Friday). mark the Default checkbox. and global or project calendars to activities. and project. Create a resource or project calendar Choose Enterprise. To edit the new calendar. click Modify. then click Add. Choose Resource or Project. To view the calendar’s assignments before changing it. For example. Primavera . Wednesday. The resource calendar pool is a separate pool of calendars for each resource. if some activities require a fiveday workweek. Calendars. Create a global calendar Choose Enterprise. There are three calendar pools: global. see “Modifying Calendars” on page 194. then click the Select button. then click the Select button. Calendars. Type the new calendar’s name.192 Part 2: Structuring Projects Adding Calendars You can establish an unlimited number of calendars to accommodate different work patterns. Choose Global. then click Add. you must first open a project. Select the calendar you want to copy for the new resource or project calendar. click Modify.

Project Management . Click to convert a resource or project calendar to a global calendar. For more information on ProjectLink.Creating Calendars 193 Organizations using Primavera ProjectLink cannot create or edit project-specific calendars for Microsoft Project (MSP)managed projects in the Project Management module. click the Help button on any ProjectLink screen to access the help in Microsoft Project (available only if Primavera ProjectLink is installed). Primavera .

5 will round up or down to . you must assign each activity to the specific calendar that indicates the worktime available for performing that activity. You can then associate different holidays/exceptions from the global calendar for each work cycle to indicate individual resource availability. If you define multiple project calendars. select a new global calendar in the Inherit Holidays and Exceptions from Global Calendar field. Define the workhours for each day in the regular workweek. or Project). select the calendar you want to modify. Use the Calendar dialog box to view and edit a global. Choose the month you want to modify by clicking the appropriate arrow button next to the month-year title. Modify the year by clicking the month/year title. refer to the Help. Use more than one calendar when your projects contain activities that can occur on different schedules. For example. click the date you want to change.194 Part 2: Structuring Projects Modifying Calendars For additional information about modifying calendars. project. you can create one calendar that specifies a normal Monday-through-Friday workweek and another calendar that specifies continuous worktime (24 hours/day). The module schedules each activity only during the worktimes of the calendar to which it is assigned. Work hours defined with decimal values other than .0 or . To base a resource or project calendar on another calendar. or resource calendar. Primavera . A calendar consists of a standard workweek and a list of exceptions. You can also create multiple calendars to control the times when work is performed by resources throughout your organization. Resource.5. and clicking the appropriate arrow button. Calendars. Modify calendars Choose Enterprise. choose the calendar type (Global. To change the number of hours in a specific workday.Project Management .0 or . then click Modify.

Project Management . To apply the same change to all instances of a specific weekday in the displayed month. Set the number of hours available to work for a specific day. Click to make the selected day a nonwork day. Primavera .Creating Calendars 195 Displays a yearly calendar so you can select a specific month to view Choose to define the total work hours in each day. click the weekday’s column label.

then click Standard. To apply the same change to all instances of a specific weekday in the displayed month. and exceptions in the colors indicated in the legend. If the date’s display color changes to white. Each calendar’s work/nonworktime is based on its regular workweek. nonworktime.196 Part 2: Structuring Projects Choose to define which hours of the day are work or nonwork hours. Primavera . To make an exception into a workday and apply the default number of work hours to that day.Project Management . the number of hours you entered does not equal the default number of work hours for that weekday. Click to specify the number of default work hours for the selected day in the open calendar. resource. or project calendar dialog box. Specify default work hours Use the Calendar Weekly Hours dialog box to specify the number of default work hours for each week day in the open calendar. The changes you make to the regular workweek are reflected in the global. click the weekday's column label. The calendar dialog box shows normal/standard. Apply exceptions directly in the calendar dialog box. click the exception you want to change. Select the hours you want to change and click either Work or Nonwork.

depending on the type of calendar you want to delete. Check this display for the default number of work hours for the selected day in the open calendar. choose Link to Default Global Calendar. Choose Global. Delete a calendar Choose Enterprise. click OK. Select the calendar you want to delete. Resource. Calendars. Primavera .Creating Calendars 197 Select a day of the week to set its default number of work hours. If activities or resources are assigned to the calendar. or Project. To delete the calendar and link its assignments to a different calendar. then click OK. choose Select Replacement Calendar. then click Delete. To delete the calendar and link its assignments to the default global calendar. Click to make the selected hour a work hour. Click to make the selected hour a nonwork hour. then select a replacement calendar when prompted. the Calendars in Use dialog box is displayed.Project Management .

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Part 3 Implementing the Schedule In this part: Establishing Activity Codes Working with Activities Working with Cost Accounts and Project Expenses Performing Top-Down Estimation .

“Working with Activities” describes how to create a schedule consisting of activities and resource assignments. . add activities and relationships to projects. “Establishing Activity Codes” describes how to structure project data using activity codes so you can organize the information in different ways.R ead this part to learn how to define and use activity codes to organize and filter project activities. and monitor project expenses using cost accounts. “Working with Cost Accounts and Project Expenses” discusses tracking activity costs and earned value throughout the project life cycle. “Performing Top-Down Estimation” shows you how to perform and apply top-down estimation to WBS elements and activities.

You will also learn how to establish project activity codes to filter and organize activities based on unique.201 Establishing Activity Codes In this chapter: Creating Activity Codes and Values Grouping and Summarizing by Codes You can define a set of codes to categorize the activities in your projects. filter. You can then sort. This chapter describes how to use global codes to organize project activities across an enterprise project structure (EPS) according to specific categories. . project-specific features or requirements. You will learn how to use EPS-level activity codes to organize project activities. such as product and division. and group activities according to the activity codes and values you assign.

then type the name of the global activity code. such as design. Type the value’s name and description. The value cannot exceed the maximum character length specified for the activity code. then click Add. Specify the maximum number of characters for the activity code’s values. Current Projects’ Values to view only the values assigned to the open projects.Project Management . and Chicago. Choose Global. San Francisco. Click Add. such as New York. Activity Codes. Primavera . you can create a Location code with values such as New York. Activity codes represent broad categories of information. Select the activity code for which you want to create a value. then Filter By. Activity Codes. then click Modify. Create global activity codes Choose Enterprise. quality control. For example. Click the Display Options bar. or location.202 Part 3: Implenting the Schedule Creating Activity Codes and Values You can also create activity codes and values in P6 Web Access. refer to the P6 Web Access Help. You can then associate activities with a specific location. you can define specific values that further describe that category. Activity code values Activity codes Create global activity code values Choose Enterprise. and define an unlimited number of values for each code. if your organization has more than one location. For information on creating activity codes and values in P6 Web Access. For each code. Choose Global.

and which you have security access to. Displays the EPS levels that have assigned activity codes. Primavera . Next. The Project Management module lists EPS-level activity codes that you do not have access rights to.Project Management . Click Add to select the EPS to which you want to apply the activity code. Click to select an EPS level to which you want to add an activity code. More information about EPS-level activity code security is available in the Project Management Help. Specify the maximum number of characters for the activity code’s values. based on the user security profiles. then click Modify.Establishing Activity Codes 203 Create EPS-level activity codes Choose EPS. type the name of the EPS activity code. under the “No EPS ID” level.

204 Part 3: Implenting the Schedule Create EPS-level activity code values Choose Enterprise. The value cannot exceed the maximum character length specified for the activity code. Click to remove the activity code value and its assignments. Select the activity code for which you want to create a value.Project Management . Activity Codes. Choose EPS. Primavera . then click Add. Type the value’s name and description.

then click Add. Primavera .Establishing Activity Codes 205 Create project-level activity codes Open the project for which you want to create activity codes. Type the new value name and description directly in these cells. Choose Project. Activity Codes. Choose Project. Type the value’s name and description. Select the activity code for which you want to create a value. Specify the maximum number of characters for the activity code’s values. Use these arrows to indent/outdent a value in the activity code hierarchy. Click Add. then type the name of the project activity code. the name’s length cannot exceed the length specified in the Max Length field for the code. Create project-level activity code values Choose Enterprise. The value cannot exceed the maximum character length specified for the activity code. Activity Codes.Project Management . then choose Enterprise. Project activity codes are listed beneath the name of the open project. and to move a selected value up or down in the list. then click Modify.

Choose Project. Select the code you want to convert. Select the code you want to convert. Activity Codes. see “Working with Activities” on page 211. then click Modify. Choose EPS. Choose Enterprise. then click Make Global. Click Yes to convert the code and its values. Convert project-level activity codes and values You can convert a project activity code and its values to a global activity code with global values. then click Modify. If you change activity codes or values. Choose Enterprise. Click Yes to convert the code and its values. In addition. the module applies your changes to all activity assignments. Primavera . For instructions on assigning activity codes and values to activities. the module applies these changes to all activity assignments.206 Part 3: Implenting the Schedule Convert EPS-level activity codes and values You can convert an EPS-level activity code and its values to a global activity code with global values.Project Management . if you convert project activity codes to global activity codes. then click Make Global. Activity Codes.

such as those within a particular phase or department.Establishing Activity Codes 207 Grouping and Summarizing by Codes Use global. and project activity codes to group activities and projects in Activity Table.Project Management . EPS. the early date bar begins at the earliest start date of all activities in the code value and extends to the latest early finish date of all activities in the code value. When you summarize an activity group. and Activity Network layouts. Gantt Chart. The following example shows activities grouped by the global activity codes Location and Project Manager. Group by location and project manager so the layout is easy to read. Grouping enables you to focus on specific activities. Summary bar Primavera .

and Filtering Data” on page 435. Sorting. you can select the lowest level you want to include in the layout. EPS. click the Layout Options bar. Primavera . Under Group By.Project Management . see “Grouping. Group by activity code In the Activities window. then choose Group and Sort. If you are grouping by a hierarchical element. click the first available line.208 Part 3: Implenting the Schedule For more information about grouping and sorting. or global activity code by which you want to group. Group by as many fields as necessary for your layout. then select the project.

209 Summarize groups By default. To exclude the project details and show only a summarized band.Establishing Activity Codes For more information about summarizing data. To display summary bars in the Gantt Chart. For more information about bars. Gantt Chart. A plus sign (+) displays before the group band name when a group is summarized. see “Summarizing Projects” on page 341. The summary data are current up to the date when data were last summarized. then choose Bars to display the Bars dialog box. double-click the band. click the Layout Options bar. Primavera . If the Gantt Chart is not displayed.Project Management . click the Layout Options bar and choose Collapse All. the module summarizes the data included under each group band at the group band level in the layout and shows summary bars in the Gantt Chart. Mark to display a summary bar for each group band in the layout. click the Layout Options bar. see Formatting Gantt Charts. and choose Show on Top. To summarize all groups in the layout.

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an activity’s primary resource is typically responsible for managing and tracking the progress of the steps. as such. They are the lowest level of a work breakdown structure (WBS) and. If you divide activities into steps. This chapter describes how to add activities and their properties. are the smallest subdivision of a project that directly concerns the module.211 Working with Activities In this chapter: Activities Overview Adding Activities Defining General Activity Information Defining Schedule Information Establishing Relationships Displaying Activity Details for Assignments Assigning Resources and Roles Assigning Resource Curves to Resource or Role Assignments Manually Planning Future Period Assignments Assigning Activity Codes and Adding Expenses Viewing Activity Feedback and Posting Resource Notes Assigning Work Products and Documents Adding Steps Creating and Assigning Activity Step Templates Viewing Activity Summaries Viewing Contract Manager Documents Using Global Change Activities are the fundamental work elements of a project. while the project manager is typically responsible for managing and tracking the progress of the overall activity. .

Project Management .212 Part 3: Implenting the Schedule Activities Overview Activities represent work that must take place in a determined amount of time. and percent complete type. standards. and resource units/time values synchronized. and how to calculate an activity’s percent complete WBS element Activity codes and values – to categorize activities Constraints on the activity’s scheduled start and finish dates Expenses Work products and documents. you can define the following activity information: ■ Activity ID and name – to uniquely identify and describe the activity Predecessor and successor relationships – to define relationships with other activities in the same project or in different projects in the enterprise project structure (EPS) Activity start and finish dates Activity calendar Activity type. Within these layouts. Use the Activity Table or Activity Network layouts to add activities and build your projects. how to keep an activity’s unit values. whether an activity is a start or finish milestone. duration type. duration values. and deliverables Resources Roles – to identify skill requirements for staffing the activity Notes and feedback – to communicate with the resource working on an activity Notes about performing the activity Steps – to divide the activity into smaller units Activity Step Templates – to define sets of reusable steps common to many activities in a project or across projects ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ Primavera .

Add activities in the Activity Table Select an activity within the group to which you want to add a new activity. then select the layout type. Activity Usage Spreadsheet. Activities. Primavera . show an Activity Table. Customize the layouts to suit your requirements. For example. To add an activity to a project. click the Layout Options bar and choose Show on Top/ Show on Bottom. To open a layout. or Activity Network in the top layout. then click Add. view. or Trace Logic in the bottom layout. use the Activity Table and Gantt Chart. Gantt Chart. Choose Project. and/ or show Activity Details. The new activity is placed according to the sorting options selected for the layout.Project Management . the New Activity wizard may start to help you add an activity.Working with Activities 213 Adding Activities For more information on layouts. refer to “Working with Layouts” on page 425 and “Customizing Layouts” on page 445. to display the Activities window. Gantt Chart. an Activity Table. or Activity Network. Use the Activities window to create. Depending on your user preferences. The Activities window can be divided into upper and lower layouts. Activity or Resource Usage Spreadsheet or Profile. and modify activities for the open project.

. The new activity was added to this second-level WBS group band.Project Management . the activity will be added to the bottom of the layout. If no groups have been set up in Activity Network. . Type information directly in the column cells for the new activity. then click Add. Add activities in Activity Network In Activity Network. select the group band or an activity box within the group band into which you want to add the new activity.or use Activity Details to complete activity information.214 Part 3: Implenting the Schedule Include the Gantt Chart to see a timescaled version of your schedule as you add activities... Primavera ..

activity type. including duration type. In the Activities window. and activity calendar. click the Layout Options bar.Project Management . primary resource. Layout Options bar To specify which Activity Details tabs you want to display and their order. then choose Bottom Layout Options. Primavera . then choose Show on Bottom. click the General tab. Activity Details. Click the Layout Options bar. WBS assignment. select the activity whose general information you want to define.Working with Activities 215 Defining General Activity Information Use the General tab to define general information for the selected activity.

reviews. ■ ■ Duration type Select the duration type based on whether resources. However. The module does not include Level of Effort activities when leveling resources. a primary resource can be specified. all finish to finish and start to finish predecessors and finish to start and finish to finish successors drive the finish date of the LOE activity. select Finish Milestone. All finish to start and start to start predecessors and start to finish and start to start successors drive the start date of the LOE activity. select Task Dependent. select WBS Summary. ■ To indicate that the activity’s resources are scheduled according to the activity calendar. However. To indicate that each of the activity’s resources are scheduled according to the resource’s own calendar. The duration type applies only when resources are assigned to the activity. a primary resource can be specified. Start milestone activities have a zero duration. LOE activities do not have constraints and are considered to be ongoing. Milestones do not have timebased costs or resource assignments. or costs will be most important when activities are updated in a project. Driving resources can not be assigned to WBS Summary activities. select Resource Dependent. examples include project management tasks. The following equation must hold true regardless of which data are updated: Primavera . Milestones do not have time-based costs or resource assignments. the schedule. ■ ■ ■ To indicate that the activity marks the beginning of a major stage in the project.Project Management . select Start Milestone. Finish milestone activities have a zero duration.216 Part 3: Implenting the Schedule Activity type Select the activity type according to the activity’s function in the project and the calendar that should be used for the activity during scheduling. To indicate that the activity’s duration is dependent on the earliest start date and latest finish date of the activities that share a common WBS level. To indicate that the activity’s duration is dependent on its predecessor and/or successor activities. To indicate that the activity marks the end of a major stage in the project. select Level of Effort (LOE). and meetings.

even if the activity's duration or the resource rate changes. Typically. that is. the work effort required to complete the activity does not change. Select Fixed Units to indicate that the budget (units or cost) is a limiting factor. The module uses the equation: Units/Time = Remaining Units/Remaining Duration ■ Select Fixed Units/Time to indicate that resource availability is the most critical aspect of your project. Percent complete type You can choose to calculate an activity’s percent complete according to activity duration. The duration type enables you to control which variables of this equation are calculated when you change a value. The module uses the equation: Remaining Units = Units/Time x Remaining Duration If you want to keep the remaining units constant instead and recalculate the units/time. If you want to recalculate the remaining units and keep the units/time for the resource constant. Increasing resources can decrease the activity duration. the remaining units or work effort is calculated as 40 hours. ■ For more information on the percent complete type.Project Management .Working with Activities 217 Remaining Units (resource) = Units/Time x Remaining Duration (activity) For example. activity units. see Part 4. even if the activity's duration or work effort changes. You usually choose these duration types when you are using task dependent activities. When you update activities. When you update the remaining duration for the activity. “Updating and Managing the Schedule” on page 279. The activity's duration does not change regardless of the number of resources assigned when you modify or update activities. ■ To indicate that the activity’s percent complete will be entered by the user for this activity. choose Fixed Duration & Units. In this case. or a physical percent complete that you enter for each activity. You most often use this duration type when you are planning resource dependent activities. ■ Select Fixed Duration & Units/Time or Fixed Duration & Units to indicate that the schedule is a limiting factor in your project. if a resource is assigned to an activity for 8 hours/day for 5 days. You must define a percent complete type for each activity. Primavera . select Physical. the units/time or rate of the resource remains constant. you can choose to calculate either the remaining units or the units per timeperiod. choose Fixed Duration & Units/Time. you would use this type in conjunction with resource dependent activities. the total amount of work is fixed.

Primavera .218 Part 3: Implenting the Schedule ■ To specify that the activity’s percent complete be calculated from the planned and remaining duration. ■ Activity calendar This field displays the selected activity’s calendar. WBS Click the Browse button to assign a new WBS element to the selected activity. To specify that the activity’s percent complete be calculated from the actual and remaining units. Click the Browse button to select a new calendar. Click the Browse button to select a new primary resource. select Units. Primary resource This field displays the name of the selected activity’s primary resource. The primary resource is the person responsible for the overall work on the activity and for updating activity status. Responsible manager This field displays the name of the responsible manager (in the OBS) assigned to the selected activity’s WBS element. select Duration.Project Management .

“Updating and Managing the Schedule” on page 279. You can also view and edit the activity’s labor and nonlabor unit/cost values and material cost values. free float. constraints. in the Planned field enter the expected number of workperiods required to complete the selected activity. type a new number immediately followed by the timeperiod abbreviation. see Part 4. the activity type will be Task Dependent. The module automatically recalculates the time value and period you enter according to the project's calendar and the standard timeperiod defined by your network/database administrator. choose Admin. To enter the remaining duration for the activity. In the Activities window. To view the available timeperiod abbreviations. You must have appropriate access rights to edit Admin Preferences. in the Remaining field enter the remaining number of workperiods needed to complete the selected activity. ■ To enter the planned duration for the activity. Duration Update the Duration fields when you are setting the duration or updating the activity as a whole. If the selected activity is in progress. Activity Details. Click the Layout Options bar. click the Status tab. and duration. including actual start and finish dates. ■ Primavera . Admin Preferences. then click the Time Periods tab. then choose Show on Bottom.Project Management . total float. select the activity whose schedule information you want to define. (Most likely.Working with Activities 219 Defining Schedule Information Use the Activity Details Status tab to view and edit detailed schedule information for the selected activity.) For more information on updating the schedule.

then click the General tab. and the durations. then select a date. Admin Preferences.) Anyone who has access to the project can edit this date. If the activity has actually started. then specify the actual start date in the Started field. mark the Started checkbox. To enter the activity’s planned finish date. ■ ■ If the selected activity has started. in the At Complete field enter an estimate of the duration at completion time for the selected activity. the Exp Finish field displays the date the activity is expected to end. ■ To enter the activity’s planned start date. (Only the primary resource can edit this date in the Timesheets module. you are prompted to apply a constraint to hold the activity in place. then select a date. type a new at completion estimate (At Complete Duration = Actual Duration + Remaining Duration). Primavera . the original planned / remaining units and costs. If you do not constrain the activity. mark the Finished checkbox. click the Browse button in the Finished field. Choose Admin. If the activity is complete. If the selected activity is in progress. Status Once an activity is underway. your dates are overwritten when the schedule is calculated. Calculations tab in the Project Window.Project Management . click the Browse button in the Started field. will remain constant when you update the At Complete value for activities that have not started. update its start and finish dates and other status information.220 Part 3: Implenting the Schedule Use the General tab of the Admin Preferences dialog box to specify the default duration for activities in all projects. If the ‘Link Planned and At Completion for not started activities’ checkbox is cleared in the Projects Details. then specify the actual finish date in the Finished field. ■ To enter a new at completion estimate. If the planned date you enter differs from its scheduled date.

Choose a secondary constraint if necessary. ■ Primavera . Click the Browse button in the Date field to select the date to which the secondary constraint applies. This list is filtered based on the value you select in the Primary field. To edit the Physical % field.Project Management . the Units % is calculated from the actual and remaining units. an imposed Start On date of December 1 will not affect a schedule-determined early start date of December 15. The module uses the date constraints only when they create a tighter schedule. Conversely. For example. Free float is the amount of time the selected activity can be delayed. ■ Constraints Use constraints when activities must start or finish on a specific date. the activity must have started. the Duration % is calculated from the planned and remaining durations. ■ If the selected activity’s percent complete type is set to Duration.Working with Activities 221 The % field name changes depending on the percent complete type set on the Activity Details General tab. If the selected activity’s percent complete type is set to Physical. the module schedules an activity whose early start is December 15 to the imposed start date. ■ Choose the primary constraint for the activity. you can enter its physical percent complete in the Physical % field. Network logic alone cannot reflect all project situations. assign primary and secondary constraints to activities. You can enter a constraint date only after you select a constraint type. Sometimes activity must be accomplished according to specific dates rather than on dates determined by other activities in the project. then click the Browse button in the Date field to select the date to which the primary constraint applies. To model dependence on specific dates. If the selected activity’s percent complete type is set to Units. without delaying the immediate successor activities. without delaying the project’s finish date. ■ Total float is the amount of time the selected activity can be delayed. if an imposed Start On or After date is set to December 30.

If the Link Planned and At Completion for Not Started Activities checkbox is cleared in the Projects Details. ■ ■ ■ Primavera . or material cost the selected activity’s resources have used. or Material cost. If the selected activity is in progress. If the selected activity is in progress.Project Management . type a new at complete estimate. Calculations tab on the Project Window. type a new actual value. type a new remaining value. The at complete amount is an estimate of the labor/ nonlabor units or cost. or material cost the selected activity’s resources will use. The amounts in the Status tab total the amounts for all resources assigned in the Resources tab. ■ The planned amount is the expected number of labor/nonlabor units or cost. The actual amount is the actual number of labor/nonlabor units or cost. or material cost at completion time for the selected activity’s resources. (At Complete Units/Cost = Actual Units/Cost + Remaining Units/Cost). The remaining amount is the remaining number of labor/nonlabor units or cost. the original planned / remaining units and costs and the durations will remain constant when you update the At Complete value for activities that have not started.222 Part 3: Implenting the Schedule Labor/Nonlabor Units/Cost or Material Cost Click the Options bar and select Labor or Nonlabor units or cost. or material cost the selected activity’s resources will use. If the selected activity has started.

The successor activity can begin only when the predecessor activity completes. even if the project is not opened in the current display. When a successor activity cannot start or finish as soon as its predecessor starts or finishes. schedule the project to calculate early and late dates for each activity. Finish to finish. Lag can be a positive or negative value. Use the Activity Network to visualize the flow of logic as you link activities. The finish of the successor activity depends on the finish of the predecessor activity. Typically. or link projects by creating relationships between activities in different projects within the EPS.Project Management . Start to start. or use the Gantt Chart to view relationships according to time.Working with Activities 223 Establishing Relationships Create relationships between activities to indicate whether an activity can begin only after other activities start or finish. Primavera . you define relationships from the predecessor to the successor activity. Lag is the number of time units from the start or finish of an activity to the start or finish of its successor. Finish to start. The successor activity cannot finish until the predecessor activity starts. You can define relationships to activities in any other project (not including what-if/inactive projects). you can define a lag time for the relationship. You can also use the Relationships tab in Activity Details to assign relationships to activities in the same project or in other projects in the EPS. a start to start relationship with a three-day lag indicates that the successor activity can start three days after the start of its predecessor. Establish relationships between activities in the same project. The start of the successor activity depends on the start of the predecessor activity. For example. Relationship types and lag You can define the following four types of relationships. There are several methods for assigning relationships. Once you assign relationships. Start to finish.

In the General tab. choose Tools. then click OK. Click Options. View relationships in the Gantt Chart To assign relationships in the Gantt Chart. To select the calendar for scheduling relationship lag. 24 hours/day workperiods.224 Part 3: Implenting the Schedule For more information on advanced scheduling options. which is the calendar selected as Default for New Activities on the Defaults tab of Project Details. and Leveling” on page 295. select a calendar in the Calendar for Scheduling Relationship Lag field. make sure relationships are displayed onscreen. You can select a calendar to calculate the lag between predecessors and successors for all activities. the 24 Hour Calendar. Click the Layout Options bar. see “Updating. Scheduling. You can calculate lag based on the Predecessor Activity Calendar. 7 days/week. Click Options in the Bars dialog box. Click the General tab in the Bar Chart Options dialog box and mark the Show Relationships checkbox. which uses continuous. If you do not select a calendar.Project Management . the Successor Activity Calendar is used to calculate lag. or the Project Default Calendar. then choose Bars. Schedule. Primavera .

The mouse pointer changes to a as you define relationships. Create relationships in the Gantt Chart or Activity Network Drag the mouse between any two activities that you want to connect. double-click the relationship line.Working with Activities 225 While you are dragging the relationship line between two activities. Primavera .Project Management . Point to the left or right of the predecessor activity and drag the mouse to the left or right of the successor activity. Drag the mouse from the end of activity A114380 to the start of A1143820 to define a finish to start relationship. a hint window displays that indicates the type of relationship that will be created when you release the mouse button. To modify or delete a relationship.

Dissolve activity A114400. Double-click the Lag field. This sequence of activities above can be completed with just two activities. choose Edit. Primavera . Activity Details. Assign relationships using Activity Details In the Activities window.226 Part 3: Implenting the Schedule Dissolving Activities To maintain relationships when deleting activities. Display Activity Details by clicking the Layout Options bar and choosing Show on Bottom. Activity A114390 and A114410 automatically join with a finish to start relationship. Dissolving deletes an activity and joins its predecessor and successor activities with a finish to start relationship. Select the predecessor or successor activity you want to assign.Project Management . Double-click the Relationship Type field. To assign a relationship between projects. then select a relationship type. click the Assign button. Select activities to define relationships the same way as you would from the same project. Click Assign in either the Predecessors or Successors section. Dissolve. select the activity to which you want to add a predecessor or successor relationship. click the Display Options bar in the Assign Predecessors/ Assign Successors dialog box. then click the Close button. then type the relationship’s lag time value. then choose Select Project. then click the Relationships tab. The selected activity to be dissolved must have a predecessor and successor. in the Activities window.

drag the split bar separating the right and left panes. Click the Layout Options bar and choose Show on Bottom. click the Layout Options bar and choose Bottom Layout Options. select the activity from which you want to begin tracing logic.Project Management . Trace Logic. To move through the chain of activities. In the Gantt Chart or Activity Network upper layout. Primavera . To expand either the Predecessors or Successors area. Trace Logic The Trace Logic layout enables you to examine a path while still viewing the entire project.Working with Activities 227 Click the arrows to move from one activity to the next activity in the display. click a predecessor or successor of the selected activity. To modify the number of predecessor/successor levels. The Relationships tab combines the predecessor and successor information in a single tab. The data stored in the Relationships tab is synchronized with the information in the Predecessors and Successors tabs. You can also use the Predecessors or Successors tabs in Activity Details to assign relationships.

Primavera .228 Part 3: Implenting the Schedule This Trace Logic layout shows three levels for both predecessors and successors.Project Management .

This option is displayed when link data is entered in Admin Preferences. You can associate predefined cost accounts with expenses to categorize them. which divide activities into smaller units. then choose Bottom Layout Options. known as roles. which enable you to catalog and track all projectrelated work products and documents. click the tab that you want to display. You can also assign and remove project personnel job titles or skills. In the Available Tabs column. Codes. Notebook.Working with Activities 229 Displaying Activity Details for Assignments Display the following Activity Details tabs so you can assign additional project information: ■ Resources. Activity Details. Primavera . which enables you to view Contract Manager (Expedition) documents associated with the selected activity. Feedback. To shift the tab to the left in the Activity Details display. to shift the tab to the right in the display. then click the right arrow button. click the Layout Options bar. Contract Manager Docs. WPs & Docs. then choose Show on Bottom. Steps. Click the Layout Options bar. click the down arrow button.Project Management . which are one-time expenditures for nonreusable items. which are used to categorize activities according to your organizational and project needs. ■ ■ ■ ■ ■ ■ ■ ■ Modify Activity Details tabs In the Activities window. which can be linked to the activity’s physical percent complete for the completed steps. which allows you to exchange notes with an activity’s primary resource to and from the Timesheets module. which include the personnel and equipment that perform work on activities across all projects. Expenses. select the tab name in the Display Tabs column and click the up arrow button. You can apply a weight to each step. which displays detailed cost and unit information for the selected activity. Summary. which provide additional information that further describes the activity according to specific categories of information.

To replace a resource or role assigned to the activity. Right-click in the Columns area of the Resources tab.230 Part 3: Implenting the Schedule Assigning Resources and Roles In the Activities window. Additionally. then click the Close button. For information about establishing resources and roles for your projects. select the activity to which you want to assign a resource or role. then click the Replace button. To assign multiple resources or roles. select the resource or role you want to replace. Click the Select button. double-click each appropriate cell and enter the resource’s or role’s information for the selected activity. then click the Close button. Click the Resources tab in Activity Details. hold down the Ctrl key. then click each resource/role you want to assign. which provides the capability to review changes before updating an active project. see “Defining Resources and Roles” on page 115. Primavera . click Add Role to assign a role to the selected activity. Also refer to “Creating and Using Reflections” on page 407. the activity Owner designation can be combined with the use of the new Reflection project feature. Click Add Resource to assign a resource to the selected activity. To define detailed information. click Add Resource or Add Role. P6 Web Access users with the appropriate license can update progress for activities they are associated with as activity Owner. Organizations who do not want to assign resources to activities can use the activity Owner attribute to specify one person who is responsible for an activity. For information about activity Owner and Reflection project features. see the Project Management Module online Help and the Administrator’s Guide. then choose Customize Resource Columns. Select the resource or role you want to assign. to support oversight and approval processes. You can customize the Resources tab columns to include other information for resources and roles. Select the new resource or role with which you want to replace the existing resource/role.Project Management .

Primavera . based on the proficiency requirements established for the role. the activity must have a resource assignment. Assign resources to activities by role At least one role must be assigned to activities to assign resources by role. include the Cost Units Linked column in Activity Details. Click the Select button. Click Assign by Role. To remove a role assigned to an activity. You can later replace the role with the correct resource. Once you assign a resource or role and specify the planned units anticipated for its use on activities. In the Resources tab of Activity Details.Project Management . the Planned Cost/Units. the Assign Resources by Role dialog box lists the roles assigned to the selected activity. you can use Activity or Resource Usage Spreadsheets and Profiles to track its use as the project progresses. double-click the Role cell for the role you want to remove. (Add the Role column if it is not included in the tab. The resources who can fulfill each role are listed below it. If no progress has occurred for the activity.Working with Activities 231 Recalculating Costs/Units for Assignments If you want to calculate costs from the units indicated or to recalculate units based on actual cost. Roles with specific skill sets can be assigned resources to enable schedule and cost planning until specific resources are identified. When you apply an actual start to the activity.) Click the Clear button in the Select Role dialog box. the module notifies you that costs will be recalculated. then click the Close button. If you mark the assignment’s checkbox for the Cost Units Linked column. and At Completion Cost/Units are equal. and record an actual quantity value or an actual cost value for the resource or role assignment. Remaining Cost/Units. the Planned Cost/Units value is retained and the Remaining and At Complete Costs/Units are recalculated automatically. Select the resources you want to assign.

232 Part 3: Implenting the Schedule To analyze role use per time-period or by selected role. Primavera . This Activity Usage Spreadsheet is organized by resource. include a Role Usage Profile in the bottom portion of your layout.Project Management . so you can see the weekly spread of resource use each month over the course of each activity’s duration.

you can choose to use the rate of the resource or role to calculate costs. then click the Resources tab. Role. the rate source must be Resource or Override. the rate source must be Role or Override. Rate Type. some or all of the rate types have an associated price/unit value. If only a resource is assigned to an activity.Project Management . If you choose Resource or Role. Choose Project. When a resource and role share an assignment on the same activity. select the rate type you want to use to calculate costs for the assignment in the Rate Type field. Choose Resource to calculate costs for the assignment based on the resource's price/unit value. the Price/Unit field displays the price/unit value defined for the resource or role. Customize the tab to display the Rate Source.Working with Activities 233 Choosing the Rate Source and Rate Type for an Assignment Up to five price/unit rates may be defined for each resource and role in the database. or enter a custom rate. you can select which price/unit rate associated with the resource or role you want to use to calculate costs for the assignment. or Override.) When you select the rate type. If you choose to use the rate of the resource or role. Primavera . If only a role is assigned to an activity. Choose Role to calculate costs for the assignment based on the role's price/unit value. and Price/ Unit columns. Choose Override if you want to enter a custom rate in the Price/Unit column. you can choose to always use the rate of the resource or the rate of the role in the Calculations tab of User Preferences. (If rates have been defined for the resource or role. When both a resource and a role share an assignment on the same activity. Select the activity that contains the resource and role assignment. Display Activity Details. Activities. Double-click in the Rate Source field and choose Resource.

click the Display Options bar. You can also remove curves from the Resources tab in Activity Details. Remove a resource curve from a resource or role assignment Choose Project.234 Part 3: Implenting the Schedule Assigning Resource Curves to Resource or Role Assignments For information on creating custom resource curves. then choose Columns. Double-click in the Curve column. You can also assign a resource curve in the Resources tab in Activity Details. Resource Assignments. Select the resource/role assignment from which you want to remove the resource curve. “Manually Planning Future Period Assignments” on page 235. Select Curve from the General group and add it to the Selected Options list. Primavera .” Choose Project. then click Clear in the Select Curve dialog box. Resource usage and costs are distributed evenly during an activity unless you specify nonlinear distribution using custom curves (or manually enter future period values as described in the next section). Resource Assignments. Click in the Curve column. then click Select. refer to the next section. refer to “Defining Custom Resource Curves” on page 135. Customize. To display the Curve column. You can assign a resource distribution curve to any resource or role assignment on activities with a duration type of Fixed Duration and Units/Time or Fixed Duration & Units.Project Management . select the curve you want to assign to the resource/role assignment. To learn how to manually plan future period resource/role distribution. Select the resource/role assignment to which you want to assign a resource curve.

rather. You can manually modify an assignment’s planned past and future periods at any time. As a result. or financial periods). even if the activity associated with the assignment is in progress. months. you know that the actual work will not be spread evenly across the duration of the activity. Week 2 30h Week 3 15h Week 4 25h Assigning a pre-defined or custom resource curve to the resource/role assignment may not reflect the actual work being performed on the activity at any given time. you can manually update the remaining units for an assignment's future periods. it is difficult to plan a resource/role assignment’s work on an activity using pre-defined or custom resource curves because the work you plan to perform per period on an activity may not be fully reflected by the curve. you can manually enter the planned resource/role allocation per assignment in the timescale unit you choose (days. years. As the project progresses. you can create a baseline from the project plan. For these activities. quarters. enabling you to measure the remaining work for an assignment without changing the original plan. if work on an assignment is not proceeding according to plan. For example. the module automatically identifies the future period values as a MANUAL resource curve. the planned units will be spread as follows: Week 1 10h After planning future period resource allocation. assume an activity has a planned duration of 28 days and planned units of 80 hours. weeks.Project Management . To achieve the most precise resource/role distribution plan.Working with Activities 235 Manually Planning Future Period Assignments Your project’s may contain activities for which you know work will be performed sporadically and at varying levels of effort. As the current project schedule progresses and you apply actuals. performance against the project plan cannot be accurately measured. When you manually enter future period bucket values for an assignment. you can track how the project is performing against plan by comparing the current project’s planned future periods to the current project’s actuals. Primavera . For this activity.

. Resource . . . the Planned Units and Remaining (Early) Units fields are automatically unlinked. and WBS activities. . the reverse is also true. you can enter different values for the same future period in the Planned Units and Remaining (Early) Units fields. Summary activities. Level of Effort. all resource/role assignments. when you enter a value for a future period in the Planned Units field. Primavera .236 Part 3: Implenting the Schedule There are many factors to consider when manually planning future period resource distribution. . Planned Units and Remaining (Early) Units. the total planned values of the Planned Units and Remaining (Early) Units for the assignment will always be equal for not started activities. if the project-level setting 'Link Planned and At Completion for not started activities' is marked (Project Details. .Project Management . . . . For example. Calculations tab). Guidelines When manually planning future period assignment buckets. assignments to Task Dependent. . Once an activity is in progress. adhere to the following guidelines: You CANNOT enter You CAN enter future period values for future period values for . . . assignments in the Resource Usage Spreadsheet of the Resource Assignments and Activities windows. assignments to milestone Dependent. If this setting is not marked. . Additionally. . For a more detailed list of guidelines and considerations. assignments to activities with duration types of Fixed Units and Fixed Units/Time. . . . . . .. . any other field. assignments to activities with duration types of Fixed Duration & Units and Fixed Duration & Units/Time. in this case. the total values for each field are calculated independently for the assignment. . . .. refer to the “Future Period Bucket Planning FAQ” topic in the Project Management module Help. . . the Remaining (Early) Units field is automatically populated with the same value.

■ Create or open a layout that enables you to easily identify resources. Display spreadsheet fields for future period bucket planning in the Resource Usage Spreadsheet Display the Resource Usage Spreadsheet in either the Activities window or the Resource Assignments window. Primavera . Customize. click the Display Options bar and choose Spreadsheet Fields. Create a future period bucket planning layout You can plan future period resource/role assignments in any type of layout in the Resource Assignments and Activities windows. OK. then modify the remaining columns as desired. Move the Curve. Refer to the following image for sample layouts.Working with Activities 237 When choosing the spreadsheet fields to display.Project Management ■ . List. To display the Planned Units and Remaining (Early) Units fields in the Resource Usage Spreadsheet. click the Available Options bar and choose Group and Sort By. refer to “Customizing Layouts” on page 445. remove all other fields from the Selected Options list. OK. Click Apply. Move the Planned Units and Remaining (Early) Units fields to the Selected Options list and. the activities to which they are assigned. Customize. and adjusting the timescale. When you manually enter or edit a value in a future period bucket for an assignment. and the activities’ associated projects (because the same activity name may appear in different projects). Here are some helpful hints to consider before you begin: For detailed information on creating layouts. Planned Units. Click the Layout Options bar and choose Columns. or a defined manual curve. modifying columns. you can determine which assignments already have an assigned pre-defined or custom curve. if desired. the module automatically enters a value of Manual in the assignment’s associated Curve column. and Remaining (Early) Units columns to the Selected Options list. you can also display Actual Units to compare the completed work against the planned and remaining work. By displaying the Curve column. Click Apply. To sort the display in an alphabetical list.

If you use the Resource Usage Spreadsheet in the Activities window to plan future period resource distribution. if a project has already started and you want to update the remaining units for activities that are in progress.238 Part 3: Implenting the Schedule For assignments that do not have a defined total Planned Units or Remaining (Early) Units value. it is useful to display the Planned Units and Remaining (Early) Units columns. you can only enter values for open projects. If you track past period actuals per financial period and plan to report performance against manual future period values. Sorting. and Filtering Data” on page 435.Project Management . ■ If you are planning future period resource distribution for a project that has already started. For example. if you plan your work in daily buckets. For detailed information on displaying the desired data. such as activities that don’t have an actual duration or that have a planned start after the current date or data date. Alternatively. adjust the timescale to Week/Day and enter hourly planning unit values. you may want to apply a filter to display only the activities you want to plan. then manually modify the future period distribution as necessary. When you display these columns. ■ Adjust the timescale in the Resource Usage Spreadsheet to reflect the planning periods in which you typically plan future resource distribution. you could apply a filter to display only activities that have an Actual Start date and do not have an Actual Finish date. refer to “Grouping. you can enter or edit an assignment's total planned or remaining units to spread the units evenly over the duration of the assignment. You can adjust the timescale to reflect your predefined financial periods. you should enter future period planning values in financial period timescale intervals. Primavera .

Editable future period assignment values are displayed in white cells. Change the timescale intervals to reflect your planning. Use a list layout to sort the list in ascending or descending order for a specific column by clicking on a column heading.Working with Activities 239 Spreadsheet fields displayed for Planned Units. even if a pre-defined or custom curve was previously assigned. uneditable values are displayed in gray cells. Curve.Project Management . Layout grouped and sorted by project and by resource. Resource Name. Planned Start. and Planned Finish. and reporting periods. the Curve column automatically displays a value of Manual. updating. and Remaining Early Units. Actual Units. When you edit a future period value for an assignment. List layout displaying columns for Project. Primavera .

non-labor. After you display the Resource Usage Spreadsheet. To avoid planning mistakes. The values you enter in the Planned Units and Remaining Units fields are converted to the Unit/Time specified in the User Preferences. Time Units tab. if the Unit/Time user preference is set to Hour and you enter 1d.240 Part 3: Implenting the Schedule For samples of manuallyplanned future period assignments using different planning periods. For example. you can apply a resource curve to an assignment before you manually enter future period values for the assignment. Once you manually modify future period values. you can then manually modify the future period values as necessary. and user preference settings. If desired. you should set the Unit/Time user preference to the same time unit you use to plan your work. future period values are spread across the duration of the activity according to the resource curve distribution. For example. you can apply the resource curve to the assignment. enter or edit the Planned Units and/or the Remaining (Early) Units for each assignment bucket for the planned or remaining duration of the activity. if you plan your work in hours. ■ ■ Primavera .Project Management . you can manually edit the activity assignment’s past and future period Planned Units and future period Remaining (Early) Units to reflect changes to the original plan. if the assignment you want to manually plan has a planned resource distribution that is similar to a defined resource curve's distribution. You must have the 'Edit Future Periods' project privilege to manually enter future period data. the resource curve you assigned is automatically removed from the assignment. Once an activity is in progress and changes occur to the project plan. and material resource assignments. consider the following: ■ The values you should enter in future period buckets are dependent on the duration of your planning periods (buckets). For example. timescales. and user preference settings. Manually enter future period values You can manually enter future period assignment values per bucket for labor. refer to the Project Management module Help. and display editable spreadsheet fields. the value is converted to 8h. as well as for role assignments. When you apply the resource curve. set the Unit/Time to Hours. the timescale you choose. create a suitable future period bucket planning layout. Before entering values in future periods.

Right-click in the Columns area of the Expenses tab and choose Customize Expense Columns. click the category you want to assign. Click Assign. select the activity to which you want to add an expense. see “Establishing Activity Codes” on page 201. Select the activity code value you want to assign. The module calculates and displays the expense’s planned cost (planned units * price/unit) in the Planned Cost field. then type the expense’s name. For information about establishing activity codes and values. Click the Select button. see “Working with Cost Accounts and Project Expenses” on page 257. Click the Expenses tab in Activity Details. select the activity to which you want to assign a code and value. Add expenses to activities In the Activities window. then click each code value you want to assign.Project Management . You can customize the columns to include other information for the expense assignments. then click the Select button. To assign multiple codes and values. Double-click the item’s expense category listing. Type the cost of each unit. then select the expense’s accrual type. For information about setting up expenses for your projects. Double-click the Accrual Type cell.Working with Activities 241 Assigning Activity Codes and Adding Expenses In the Activities window. Click Add. Click the Codes tab in Activity Details. then click the Close button. Primavera . hold down the Ctrl key. Type the number of planned units you expect the selected activity to use.

Primavera . see “Updating. type the cost in the Actual Cost field.Project Management . Scheduling. Type the name of the vendor business or organization to which the expense is payable. and Leveling” on page 295. To enter actual expense costs already incurred by the activity.242 Part 3: Implenting the Schedule For more information on automatically calculating actuals. To automatically calculate an expense’s actual cost based on the activity’s planned completion percentage. mark the Auto Compute Actuals checkbox.

To assign multiple topics. Click Add. then click each notebook topic you want to assign. EPS nodes. WBS elements. Review the notes in the Feedback from Primary Resource area. These comments are added in the Timesheets module by the primary resource for the activity. select the activity to which you want to assign a note.Working with Activities 243 Viewing Activity Feedback and Posting Resource Notes In the Activities window. Click the Notebook tab in Activity Details. In the Notes to Resources area. The notes are then posted with the activity in the Timesheets module for the resources to read. Select the notebook topics you want to assign. To make the topics accessible for assignment to projects. select the activity whose comments you want to view. type any comments to the resources who are working on the activity. hold down the Ctrl key. Primavera . These topics are predefined in the Notebook Topics tab of the Admin Categories dialog box. mark the appropriate checkboxes in the Admin Categories dialog box. and/or activities. Assign notes to activities In the Activities window.Project Management . Click the Feedback tab in Activity Details. Click the Assign button.

inserting pictures. You can use HTML editing features.Project Management . Primavera . and adding hyperlinks. type a brief description for the selected notebook topic. which include formatting text. copying and pasting information from other information fields (while retaining formatting).244 Part 3: Implenting the Schedule In the Description section of the Notebook tab.

Choose Project. plans. Click Assign and select the document you want to assign. then click each item.Project Management . Categories and status codes are then assigned to documents in the Work Products and Documents window. then click the Close button. To view detailed information about and/or open a document. procedures. Set up the categories for work products and documents by choosing Admin. Mark the checkbox for the selected document to indicate that it is a work product. Click the Assign button. Work Products and Documents. then click Details in the WPs & Docs tab. Admin Categories. select the activity to which you want to assign a document. select the item. In the Activities window. Primavera . to set up the documents. For more information about work products and documents. and all types of project deliverables. see “Maintaining a Project’s Document Library” on page 375. design templates.Working with Activities 245 Assigning Work Products and Documents Work products and documents enable you to catalog and track all project-related documents and deliverables. To assign multiple documents. then clicking the Document Categories tab. standards. hold down the Ctrl key. Click the Document Status tab to establish the different status codes you want to use for the documents. This includes guidelines. worksheets. Click the WPs & Docs tab in Activity Details.

Project Management . The percentage value is shown. Type a brief description of the step for the selected activity. For example. When you mark the first step (weight of 2) complete. Click Add. “Creating and Assigning Activity Step Templates. click the down arrow. then assign the step group to activities. Weighted steps enable you to track the progress of an activity based on the number of steps completed. When all three steps are marked complete. To move the step to a later stage of the activity. select the activity to which you want to add a step. For more information on creating Activity Step Templates and assigning them to activities. three steps are assigned to an activity. and the second and third steps each have a weight of 1. the percent complete is 50. Primavera . the first step has a weight of 2. which include formatting text. relative to the weights of the other steps. You can use HTML editing features. You can also create Activity Step Templates that capture a group of steps common to multiple activities. the next section describes how to create and assign Activity Step Templates. click the up arrow. Add steps In the Activities window. refer to the next section. When you mark the first and second steps complete. the percent complete is 100. To move the step to an earlier stage of the activity. inserting pictures. Click the Steps tab in Activity Details.” You can add steps unique to each activity. You may want to use weighted steps to status activities when a project consists of large activities that encompass distinct tasks. and adding hyperlinks. the percent complete is 75. copying and pasting information from other information fields (while retaining formatting). Type the name of the new step. This section describes how to add unique steps to activities.246 Part 3: Implenting the Schedule Adding Steps You can divide an activity into smaller task increments called steps and then assign weights to the steps to calculate the activity’s percent complete.

and userdefined fields. you can still edit the Step Weight and Completed fields in the Steps tab. mark the Completed checkbox. This column is 0 percent for nonweighted steps. The weight can be any number between 0.Working with Activities 247 To indicate that the step is complete.Project Management . ■ ■ Step Weight Percent – The step weight percent value is calculated based on the step weights assigned to the activity. but they will not be used in any calculations.0 and is relative to the other steps listed for the activity. ■ Step % Complete – Percent complete indicates progress on the step and can be used to calculate percent complete for the activity. User Defined Fields to assign and edit these titles. or number of hours worked for a step. If you do not set these options. which displays the percent complete based on the relative weights of the completed steps versus the incomplete steps. To add columns for percent complete. the greater the importance. cost. Primavera . weight percent. you must mark the Activity Percent Complete Based on Activity Steps checkbox in the Project Details Calculations tab in the Projects window to base percent complete on weighted activity steps. To change the weight of a step. The Physical % field in the Status tab of Activity Details then becomes a calculated field. and choose Customize Steps Columns. You will also be able to edit the Physical % field in the Status tab of Activity Details. start date. ■ Setting Options for Using Weighted Steps You must select Physical as the percent complete type in the General tab in Activity Details to use weighted steps to calculate an activity’s percent complete. In addition. The higher the value. User-defined fields – You can change the title of user-defined fields and use them to enter values such as finish date. Step Weight – The weight of the step indicates the step’s importance. double-click the Step Weight column and type a new weight for the step. weight. right-click over the columns in the Steps tab. Choose Enterprise.0 and 999999.

Primavera . Developing a specification is a multi-step process that never changes.” Creating activity step templates manually Choose Enterprise.g. Any userdefined field data you enter in an activity step template is saved as part of the template. Type a Step Name and a Step Weight. Specification steps). you can create an activity step template containing these steps and assign the template to each applicable activity at once. refer to the previous section. You can customize the bottom grid to display user-defined field columns in which you can add step data such as dates and costs.Project Management . the “Write Specifications” or “System Design” activity could have the following steps: ■ ■ ■ ■ ■ Submit initial spec Review initial spec Revise initial spec Final review Final revision These steps may apply to many or all “Write Specifications” activities in a project or across all projects. click Add. You can create activity step templates manually or convert existing step(s) into a template. every time you develop a new software application. click Add in the bottom grid. You can add an unlimited number steps to a template. the greater the weight of the step. To add steps to the template. the more progress has been made on the activity when you mark a step complete. The Step Weight is used to calculate the progress of an activity. For more information on weighted steps.. Type a name in the Step Template Name field (e. For example. “Adding Steps.248 Part 3: Implenting the Schedule Creating and Assigning Activity Step Templates Your organization may have several activities that repeat within a project or across projects. For example. Rather than manually inputting these steps into each “Write Specifications” activity. Activity Step Templates. several specifications must be written and approved. In the top grid of the Activity Step Templates dialog.

and weight are added to the new template. Primavera . Highlight the steps to include in the template.Project Management . then rightclick and choose Create Template. ctrl-click to select the desired step(s). description.Working with Activities 249 You can customize these columns to display user-defined fields. The step(s) and their associated name. In the Steps tab of Activity Details. then right-click on the selected step(s) and choose Create Template. You can also choose to add the steps’ UDFs to the template. select the activity that contains the step(s) you want to convert to a template. Enter a name for the template when prompted. Mark to add UDFs assigned to the step(s) to the step template. Converting existing step(s) into an activity step template In the Activity Table.

In the Steps tab. select the template you want to add and click the Select icon (+ symbol). From the Command Bar. Primavera . or modified in the User Defined Fields dialog box.250 Part 3: Implenting the Schedule The module automatically updates step UDF data in activity step templates when a step UDF is added. Click to add steps from an activity step template. then click Assign. The Steps tab is automatically populated with the steps listed in the template.Project Management . select the activity in the Activity Table. Assigning activity step templates to activities You can assign an activity step template to activities separately or to several activities at once. To assign a template to one activity. then select the template. click Steps to launch the Assign Activity Step Templates dialog. In the Assign Activity Step Templates dialog. In the Activity Table. You can also assign an activity step template to multiple activities at once. Click the Layout Options bar and choose Show on Bottom. deleted. click Add From Template. Choose the template you want to add to the selected activities. Ctrl-click each activity to which you want to assign a template. Click to add a template to more than one activity (the activities must be selected in the Activity Table). Activity Details.

select the activity whose summary information you want to view. To view all of the activity’s start and finish dates.Working with Activities 251 Viewing Activity Summaries In the Activities window.Project Management . Click the Summary tab in Activity Details. Primavera . To view summary information about the activity’s units. choose Display Cost. choose Display Units. choose Display Dates. To view summary information about the activity’s costs.

select an activity that has a Contract Manager document associated with it. Primavera . select the document. Click the Contract Manager Docs tab in Activity Details. For Contract Manager version 9. the document displays in Contract Manager Print Preview.5 (Expedition). You can view Contract Manager documents only if your project is linked to a project in the Contract Manager module. the document displays in your default Web browser. then click View. For Contract Manager version 8. You must access the Contract Manager module to associate a document with a project activity. In the Activities window.Project Management .252 Part 3: Implenting the Schedule Viewing Contract Manager Documents Contract Manager documents are documents from the Contract Manager module (formerly known as Expedition) that are associated with project activities.0 and higher. Refer to “Linking the Project Management and Contract Manager Modules” on page 529 for more information. To view a document.

assign new values. Open. Activities. you will not be able to save your changes. or project expenses. Primavera . Choose File. for activities. To accept the changes displayed in the Global Change Report window. Select a global change and click Apply Change. You can create global change specifications at varying levels. You can view the data changes in the Global Change Report window.Working with Activities 253 Using Global Change The Global Change feature enables you to make changes to all activities. You must have access to the activities to which you want to make global changes.Project Management . create a statement to assign resource assignments to a group of activities. then choose Tools. Global Change. Choose Project. When you run Global Change. before opening the project. or a selected group of activities. or delete a group of activities from your project. To obtain exclusive access. Change data globally Use the Global Change dialog box to create. delete. choose Exclusive in the Access Mode section of the Open Project dialog box. For example. you can save global change definitions you define. at one time. click Commit Changes. click Cancel Changes. If your security profile does not enable you to access these activities. or run global change specifications. In addition. to cancel the global change and return the data to its original state. You can use Global Change to edit existing values. data exclusively locked by another user does not change. edit. activity resource assignments.

Project Management . Then and Else statements specify the changes to be made. then click Add to add a statement. The module applies a Then statement with no If statement to all activities in the current filter. If statements are optional. All global change specifications require at least one Then statement. Then. Click New to globally change activities. Choose to make the selected global change specification available globally or only to specified users. Primavera . Click Export to save a PCF file to another location. Then. Changing some parameters of an If. choose Activity Resource Assignments. and Else statements to specify the data you want to change. Select the subject area for the global change statement. Then. To select parameters for expressions that can affect all activity information. To select parameters for expressions that can affect an activity's resource information. Choose Project Expenses to select parameters for expressions that can affect an activity's expense information. or project expenses. If statements control which project data changes. Add or modify a global change statement Choose Tools. Click the If. or Else statements. Global Change. or Else statement may affect the operators and criteria available in the statement. activity resource assignments. Then.254 Part 3: Implenting the Schedule Click and select a user name to make the specification available to that user. or Else section to select it. Define If. choose Activities. You can define an unlimited number of If. Click Import to select a PCF file to import into another project.

The new statement is placed at the bottom of the list of statements. Copy and paste a specification Choose Tools. and Else statements. You cannot paste statements from the If section of the Global Change dialog box into the Then or Else sections. then click Modify. or paste a statement Choose Tools. User Defined Fields. For example. use the custom user fields in a global change statement to store custom values in a project database. then click either Cut or Copy. Primavera . however. Select the statement you want to cut or copy. Cut. Click the section into which you want to paste the statement. Click Paste.Working with Activities 255 You can create user-defined parameters. Then. The new specification is placed at the bottom of the list of specifications.Project Management . then click Copy. In the Modify Global Change dialog box. choose Enterprise. Store new values in user-defined fields To define user fields. Click to define additional If. copy. and click Paste. Select the specification you want to copy. Select the global change specification you want to edit. Global Change. you can create a Then statement assigning a value of COMPLETE to the text-type user field defined for the Activities subject area called Production for Development activities. you can cut or copy and paste between the Then and Else sections. You can display Production as a column in the Activity Table to view the new values. Global Change.

Arithmetic operators can link two data items. only comparisons.Project Management . if there is a value assigned to the activity: Then: Activity ID = Activity ID & Location Use a dash (-) or underscore (_) to represent spaces when concatenating data. Use arithmetic operators in Then and Else statements to calculate new values for a data item. subtraction. see the Help.256 Part 3: Implenting the Schedule Changing the subject area of a specification will clear all existing If. Use arithmetic with Global Change You can use arithmetic equations to change numeric data such as quantities. Combine text fields You can use Global Change to modify text data items such as activity IDs and names. Primavera . Click the Operator column to list the various operator symbols. and activity codes. The module does not use arithmetic operations in If statements. Join text strings with an ampersand symbol (&). Then. along with examples of date arithmetic. by linking two text fields using the ampersand (&) operator. or two numbers that you enter. For more information on the valid arithmetic operators and calculations available in Global Change. and durations. This is called concatenation. and Else statements. a data item and a number. Use addition. costs. multiplication. The following statement adds the location activity code value to the Activity ID field. and division to calculate new values.

257 Working with Cost Accounts and Project Expenses In this chapter: Cost Account and Expense Overview Setting Up a Cost Account Structure Adding Expenses and Entering Cost Information Defining Expense Details Analyzing Costs Cost accounts enable you to track activity costs and earned value throughout the project life cycle. Expenses are nonresource costs associated with a project and assigned to a project’s activities. and training. They are typically one-time expenditures for nonreusable items. travel. . Set the default cost account at the project level so that it is automatically assigned to the project’s activities. Read this chapter to learn how to set up cost accounts and add expenses. Cost accounts are established in a hierarchy available to all projects in the enterprise project structure (EPS). Examples of expenses include facilities. consulting.

Each expense has a planned actual.258 Part 3: Implenting the Schedule Cost Account and Expense Overview You can create cost accounts that you can assign to activities in any project. remaining.Project Management . Examples of resources are personnel and equipment. You can assign a default parent cost account for each project in the Projects window. Primavera . Resources can be time-based and generally extend across multiple activities and/or multiple projects. and at completion value for both cost and units. assign expense categories to them. expenses are project-specific and they are not time-based. You can also add expenses. Unlike resources. and specify whether an expense accrues at the start or end of an activity or uniformly over its duration. Expenses are not the same as resources. The module does not include expenses when leveling resources. then assign the child cost accounts when associating expenses with activities. Cost accounts are hierarchical and they enable you to track activity costs and earned value according to your organization’s specific cost account codes.

Create cost accounts beneath each main component to delineate the component’s parts. inserting pictures. which include formatting text. Click the Cost Account ID column label to display the cost accounts hierarchy. Use the cost account structure to track the amount of work accomplished against the amount of money spent. When you indent. or research. Primavera . Type the cost account’s ID and name. You can use HTML editing features. Create a cost account hierarchy Choose Enterprise. such as engineering. Select the cost account immediately above and at the same level as the cost account you want to add. or create a lowerlevel cost account. copying and pasting information from other document files (while retaining formatting). such as coding and installation for hardware. the module automatically prefixes the new account with the higher level’s ID.Project Management . Use these arrows to indent/ outdent a value in the cost account hierarchy and to move a selected value up or down in the list. The cost account ID and name should identify a project component. An outline symbol in the Cost Account ID column label indicates a hierarchy display. Cost Accounts. In the Cost Account Description area provide an optional. then click Add. brief summary of the cost account. hardware.Working with Cost Accounts and Project Expenses 259 Setting Up a Cost Account Structure Set up a cost account structure and assign codes to activities and/or resources. and adding hyperlinks.

the change applies to all activity assignments. Select the default cost account. then click the Browse button in the Cost Account field. Select the cost account you want to edit. Projects. Click the Defaults tab. Make sure the cost accounts hierarchy is displayed. to open the Projects window. Type a new cost account ID and name.260 Part 3: Implenting the Schedule Set the project default cost account Specify a default cost account that will be used for resources assigned to activities and project expenses in the selected project. an outline symbol in the Cost Account ID column label indicates a hierarchy display. If you change a cost account’s ID or name. The module only uses your default cost account for new resource assignments to activities and new project expenses. Primavera . click the appropriate arrow buttons. Edit a cost account Choose Enterprise. then click the Select button. select a project in the upper layout. Project Details. Choose Enterprise. Changing this setting does not affect existing resource assignments to activities or existing project expenses. To change the cost account’s position in the cost accounts hierarchy. Display Project Details by clicking the Display Options bar and choosing Show on Bottom. Cost Accounts.Project Management .

click OK. Select the cost account to which you want to paste the copied account. Select the cost account you want to delete. To delete the cost account and specify a replacement cost account. then click Copy. Cost Accounts. To delete the cost account without specifying a replacement cost account. then click Del.Project Management . the Cost Account in Use dialog box is displayed. Make sure the cost accounts hierarchy is displayed. Select the cost account you want to copy. choose Select Replacement Account. Copy and paste cost accounts Choose Enterprise. then click Paste./Merge. choose Delete Account(s). If the cost account is assigned to activities or projects. an outline symbol in the Cost Account ID column label indicates a hierarchy display. Cost Accounts.Working with Cost Accounts and Project Expenses 261 Delete a cost account Choose Enterprise. then select a replacement account. Primavera . then click OK.

Cost Accounts. Make sure the cost accounts hierarchy is displayed.262 Part 3: Implenting the Schedule The copied cost account displays below the selected cost account in the hierarchy.Project Management . the module maintains the account’s activity and project assignments. When you cut and paste a cost account. then click Cut. an outline symbol in the Cost Account ID column label indicates a hierarchy display. Cut and paste cost accounts Choose Enterprise. Primavera . Select the cost account you want to cut and paste. Select the cost account to which you want to move the cut account. and includes any lower-level cost accounts in the copied cost account. then click Paste. You cannot copy a cost account’s activity and project assignments.

The Project Expenses window is displayed when you choose Project. see “Working with Activities” on page 211. click the Display Options bar and choose Expense Details. refer to “Defining Expense Details” on page 266. Click Add. then click the Select button. To include Project Expense Details at the bottom of the Project Expenses window. Add expenses Choose Project. and the area of work with which it is associated. Select the activity that incurs the expense.Working with Cost Accounts and Project Expenses 263 Adding Expenses and Entering Cost Information Use the Project Expenses window to create. Primavera . You can assign a cost account and corresponding work breakdown structure (WBS) code so you can identify the project component associated with the expense. and Description tabs. Click the General. and enter the expense’s information.Project Management .) For steps on adding expenses to activities from the Activities window. For an explanation of the fields on these tabs. Expenses. and edit expenses and related cost information for the open project. Activity. (The box next to Expense Details should be marked. Costs. Group the activities in the Select Activity dialog box so you can easily find the activity. Expenses. view.

Select one of the following accrual types: ■ Start of Activity. This setting assumes that all work for the activity proceeds according to plan. then click the Costs tab. Select the expense whose accrual type you want to enter. then click the Activity tab. The module calculates and displays the planned cost of the selected expense (planned units * price/unit) in the Planned Cost field. To automatically calculate an expense’s actual cost based on the activity’s completion percentage. and Leveling” on page 295. The module automatically updates the actual/remaining units when project actuals are applied. to evenly distribute the expense over the course of the activity’s duration ■ ■ Primavera . mark the Auto Compute Actuals checkbox. Expenses. then supply the price for each unit. Select the expense whose cost information you want to enter.264 Part 3: Implenting the Schedule Enter cost information for expenses Choose Project. Scheduling. For more information on automatically calculating actuals. Type the number of units you expect the expense’s assigned activity to use. to accrue the entire expense on the date the activity begins End of Activity. to accrue the entire expense on the date the activity ends Uniform Over Activity. see “Updating. Expenses.Project Management . Enter an expense accrual type Choose Project.

Expenses. and report the expense and cost information for your projects. choose Admin. Expenses. then click the Browse button in the Expense Category field. filter. Expense categories enable you to classify the type of cost and can be used to group. Select the expense to which you want to assign an expense category. Select the activity to which you want to reassign the expense. Assign an expense category Choose Project. then click the Activity tab. sort.Project Management . Primavera . then click the Select button. Select the category you want to assign. then click the Select button. Click the General tab.Working with Cost Accounts and Project Expenses 265 To set up expense categories. Click the Browse button in the Activity Name field. then click the Expense Categories tab. Select the expense you want to reassign. Change an expense assignment Choose Project. Admin Categories.

cost account. The ID and name of the activity that incurs the selected expense The code for the WBS element that contains the selected expense’s assigned activity The rate at which the selected expense accrues Primavera . activity status. You can also view the item’s activity assignment according to WBS element. The purchase order or invoice number for the selected expense Activity information Use the Activity tab to change the selected expense item’s activity assignment and specify the expense item’s accrual type. activity start and finish dates. You can also specify the item’s vendor. such as the item name and category. and primary resource.266 Part 3: Implenting the Schedule Defining Expense Details Use Expense Details to view and edit detailed information about the selected expense item. and document number.Project Management . Expense Details appear in the Project Expenses window when you choose Expense Details from the Display Options bar. General information Use the General tab to define general information for the selected expense item. The cost account assigned to the activity that incurs the selected expense The name of the business or organization to which the selected expense is payable The project administrator defines expense categories in the Admin Categories dialog box.

Type a value to quantify the expense.Working with Cost Accounts and Project Expenses 267 Costs Use the Costs tab to specify cost amounts for the selected expense item. which include formatting text. You can also indicate if you want to calculate an expense item’s actual cost according to activity completion percentage. and adding hyperlinks. Description Use the Description tab to enter a description of the selected expense item. You can use HTML editing features. including price/unit. inserting pictures. Mark to indicate whether the actual and remaining units for the expense are computed automatically using the planned cost and the activity’s schedule percent complete. For example. Primavera . type “lbs” for pounds. actual cost. and remaining cost.Project Management . planned cost. You can type a new description. copying and pasting information from other document files (while retaining formatting).

and remaining costs for each expense. the following summary report lists the expenses associated with each project and provides the total planned. Customize columns in the Projects window to report earned value for all projects in the enterprise. you can see the past spending and schedule trends for the project. and actual cost. earned value. Primavera . Determining performance using earned value is more effective. actual. The variance between the planned budget and earned value amounts indicates an unfavorable schedule variance. profiles. and cost control reports to monitor spending.Project Management .268 Part 3: Implenting the Schedule Analyzing Costs Comparing actual costs to budgets is a simplistic approach to cost control. together with a forecast of future costs. For example. Measuring earned value involves three key indicators: planned value. If you track these values over time. Use cost spreadsheets.

00 $150.000.00 $500.00 $10.00 $0. along with the totals for the WBS elements.00 $100. You can see the cumulative remaining expense cost for each activity per month.000.00 $0.00 $100.000.00 $0.00 $500.00 Page 7 of 12 The following Activity Usage Spreadsheet pairs activity duration columns on the left with the corresponding cumulative cost information on the right.190 A10.00 Remaining Cost $10.00 $500.00 $0.00 Remaining Cost $10.00 $200.10 A10.00 $15.00 $200.00 $1.00 $100.00 $100.000.Project Management .00 $15.190 A10.500.20 A10.10 A10.00 Project Name Expense Item Computer Equipment Meeting Lunch Trip expenses Russell Computers Activity ID A20.00 $300.000.60 Budgeted Cost $10.50 A10.Working with Cost Accounts and Project Expenses 269 EX-01 Expense Summary By Project Expense Item Computer Equipment Meeting Lunch Trip expenses Meeting Lunches Auto Milage Printing Binding Shipping (FedEx) Subtotal Activity ID A20.00 $16.700.00 $200.00 $0.00 $0.000.00 $0.00 $10.00 $500.00 Actual Cost $0.000.000.20 Budgeted Cost $10.40 A10.50 A10.00 $21.00 Actual Cost $0.000.00 $10.30 A10.00 $0.00 $0.850. Primavera .

270 Part 3: Implenting the Schedule Produce activity profiles to see a graphical representation of cost flow for all or selected activities in the Activities window.Project Management . and enables you to see if spending is staying within budget. Primavera . The histogram bars in the following example indicate quarterly expenses for multiple selected activities. Using a time-based graphic helps you gauge when and where costs are expended.

.271 Performing Top-Down Estimation In this chapter: Performing Top-down Estimation Applying Saved Top-Down Estimates To a Project Top-Down Estimation enables you to apply labor. and/or material resource units to activities in a top-down manner using assigned estimation weights. Read this chapter to learn how to perform and apply top-down estimation to WBS elements and activities. nonlabor.

a top down estimate can not be applied to all material resources at once. Top-down estimations do not affect project expenses. Perform top-down estimations using prior experience Choose Tools. the module updates planned labor/nonlabor units for all activities and activity resource assignments that fall within the estimation scope you specify. Top Down Estimation. such as a material type resource.Project Management . For organizations using Primavera ProjectLink. You can determine this number using either prior experience on similar projects. if you are estimating an information technology project. click the Browse button in the Resource field. you must first assign estimation weights to work breakdown structure (WBS) elements and activities. then click the Select button. After you develop a top-down estimate. because their units of measure differ. Click the Browse button in the WBS field to select the WBS element whose activities you want to estimate. or apply the estimate to the project. click the Help button on any ProjectLink screen to access the help in Microsoft Project (available only if ProjectLink is installed). For information on assigning weights to WBS elements and activities. then click the Select button. When performing a top-down estimation. save the estimate for later reference or use. Primavera .272 Part 3: Implenting the Schedule Performing Top-down Estimation To perform top-down estimation. You must select the material resources individually. You can assign estimation weights directly in the Project Management module or import them from the Methodology Management module using Project Architect. top-down estimation is disabled for Microsoft Project (MSP)-managed projects. or you can use the module’s Function Point option. see “Reviewing Work Breakdown Structures” on page 139. You can limit the scope of your estimate according to work breakdown structure (WBS) element and resource. you should first determine the total number of labor or nonlabor resource units you want to apply. select the resource. Choose to estimate labor or nonlabor resource units. To estimate activities assigned to a specific resource within the specified WBS element. If you apply an estimate. For more information on ProjectLink. Unlike labor and nonlabor resources.

For example. Click the Browse button in the WBS field to select the WBS element whose activities you want to estimate. Type a name and any assumptions and notes about the estimate. then click Save. then click Function Points. type the estimate in the Estimated Units field. Using the value displayed in the Current Units field as a guide. Select an individual resource whose assigned activities you want to estimate for the selected WBS element. The Adjusted Units field will display 600 units. Top Down Estimation. Click to view detailed information about and/or apply a previously saved top-down estimate. click Save As. if the estimated units are 400 and you apply an adjustment of 50%. mark the Apply Adjustment checkbox. Choose to estimate labor or nonlabor resource units. or select a material resource in the Resource field. the module will add 200 (50% of 400) to the estimated units. then type the adjustment percentage you want to use. To apply an adjustment percentage to the estimate. Choose Prior Experience.Project Management . then click the Select button. Choose Function Point. To estimate the entire project. Primavera . select the root WBS element.Performing Top-Down Estimation 273 The Total Activities field reflects the number of activities included under the specified WBS element. Develop top-down estimations using function points Choose Tools. To save the estimate without applying it.

Primavera . average. and high complexity files and transactions to be developed under the WBS element and resource. if any. If you choose to calculate the UFP. in the applicable boxes type the number of low.Project Management . The Function Point Estimation dialog box reappears. you are estimating. Click Close. Your UFP value is listed in the Unadjusted Function Point Count (UFP) box. or click Calculate to calculate the UFP.274 Part 3: Implenting the Schedule Type the Unadjusted Function Point Count (UFP) value you want to use.

The Adjusted Units field will display 600 units. The Function Point Estimation dialog box reappears. Type a name and any assumptions and notes about the estimate. then click Close. To save the estimate without applying it. mark the Apply Adjustment checkbox. Select a value for all system characteristics. When you select a value. the module will add 200 (50% of 400) to the estimated units. then click Save. For example. then choose the numeric value that indicates the characteristic’s degree of influence on the WBS element you are estimating. A 0 indicates no influence and 5 indicates the strongest influence. click Save As.Performing Top-Down Estimation 275 Type the Total Degree of Influence (TDI) value you want to use. or click Characteristics to calculate the TDI. select a system characteristic. Primavera . Apply top-down estimations Click Apply to perform the top-down estimation. Click Yes when prompted to confirm that you want to apply a top-down estimate to the project. The TDI value is listed in the Total Degree of Influence (TDI) box. If you choose to specify characteristics. the Value Description box displays text describing the value for the selected characteristic. then type the percentage you want to use. Click OK. then click Close. Type the average productivity value. if the estimated units are 400 and you apply an adjustment of 50%. To apply an adjustment percentage to the estimate.Project Management .

Click Apply. The module also maintains a history of saved top-down estimations.Project Management . Top Down Estimation. Click History. The module uses these weights to calculate the proportion of resource units that each WBS element and activity should receive in relation to other WBS elements. Primavera . Apply saved top-down estimations Choose Tools.276 Part 3: Implenting the Schedule Applying Saved Top-Down Estimates To a Project After you specify the number of units you want to apply. Select the estimate you want to apply. Click History. the module distributes the total units to the selected activities. View a project’s top-down estimations Choose Tools. Top Down Estimation. using the estimated weights assigned to the project’s WBS elements and activities.

Performing Top-Down Estimation 277 The Applied column indicates which estimates were applied to the open project from the Estimation History dialog box. then click Delete. To view an estimate’s details. select the estimate. select it.Project Management . To delete an estimate. Primavera . then click these tabs.

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Part 4 Updating and Managing the Schedule In this part: Managing Baselines Updating. and Leveling Summarizing Projects Project Issues and Thresholds Managing Risks Maintaining a Project’s Document Library Tracking Projects Comparing Projects with Schedule Comparison Creating and Using Reflections Checking Projects In and Out . Scheduling.

S uccessful project management doesn’t end after you develop a project plan. Read the “Checking Projects In and Out” chapter to learn how to keep track of projects that are used outside of the enterprise database. and “Updating. while “Tracking Projects” shows you how to create layouts that enable you to view summary data for individual projects. Read “Project Issues and Thresholds” and “Managing Risks” to learn how these features help you monitor project schedules to identify potential problems early in the process. “Maintaining a Project’s Document Library” describes how to track project-related documents and work products. Scheduling. . Read the “Creating and Using Reflections” chapter to learn how to merge selected changes from a reflection project into the original project while keeping active project data intact. You need to track daily events and update the schedule with accurate data. and Leveling” explains how to update the schedule and level resources. as well as the entire enterprise project structure (EPS). “Summarizing Projects” provides steps for summarizing project data as needed or at regularly scheduled intervals. “Managing Baselines” describes how to create a copy of a project that can be compared to the current schedule to gauge progress.

You will also learn how to modify a baseline. update a baseline with new data.281 Managing Baselines In this chapter: Creating and Maintaining Baselines Assigning Baselines to Projects Comparing Current and Baseline Schedules Updating Baselines A baseline is a complete copy of a project plan that you can compare to the current schedule to evaluate progress. This chapter describes how to create baselines and assign them to projects. and compare a project’s current schedule to its baseline. .

For example. Designate any existing project. After creating a baseline. or a copy of the current project. The maximum number of baselines allowed is defined by the administrator in the Admin Preferences dialog box. The “restored” baseline project then acts as any other project in the enterprise project structure (EPS). Each baseline can be assigned a type that categorizes its purpose. primary. you should create a baseline plan. or midproject status baseline. secondary. Choose Project. with any existing baseline projects beneath its current project. Maintain Baselines. for example. The Maintain Baselines dialog box groups the currently open projects into individual bands. Baseline types are defined by the administrator in the Admin Categories dialog box. Primavera . Baseline projects do not exist as separate projects that you can access. This snapshot provides a target against which you can track a project’s cost. You can compare up to three baselines at one time. To copy or modify a baseline project manually. and performance. or tertiary baseline in the Assign Baselines dialog box. you must first unlink it from its current project. what-if project plan baseline. you can set a baseline as the project. as a baseline. you might want to create a baseline of the original project schedule. You can also create a project baseline to use for summarization. The module only updates the data types you select when you update a baseline.Project Management . You must have at least one project open to access project baselines in the Maintain Baselines or Assign Baselines dialog boxes. The simplest baseline plan is a complete copy or “snapshot” of the original schedule. and then create two additional baselines at different stages of the project. You can also update a baseline project with new or modified project data from the current project. Create project baselines Open the projects for which you want to create a baseline or view assigned baseline projects. You can compare these to the current schedule to see how the project is progressing according to the project plan.282 Part 4: Updating the Schedule Creating and Maintaining Baselines Before you update a schedule for the first time. schedule. initial planning baseline.

select the desired project and click Add. If multiple projects are open.Managing Baselines 283 Click to delete the currently selected baseline project. To distinguish the baseline project. To create a baseline project. (To select a project Ctrl-click on its band. you can create a baseline for the selected projects.) Choose to save a copy of the current project as a new baseline or convert another project to a new baseline. the module creates a baseline project with the same name and data date as the current project. You can rename each baseline to make it unique. Click to update the selected baseline project with new/modified data from the current project.Project Management . Assign a type to baselines to help categorize them across multiple projects. if Acme Project is saved with 3 baselines the new baselines should be saved as: ID ACME – B1 ACME – B2 ACME – B3 Name Acme Project – B1 Acme Project – B2 Acme Project – B3 Primavera . For example. the module appends the name with – B1 and increments each new baseline added. If you choose to save the current project as a baseline.

The module creates a baseline project with the same name and data date as the selected project. If you choose to convert another project as a baseline of the current project. After you create a baseline. the module updates every instance of every data type you select. you can change its name and assign a baseline type to it. then click Delete.284 Part 4: Updating the Schedule Before you convert a project as a baseline. (To distinguish the baseline project. When you update a baseline using the Update Baseline tool. restore the baseline and edit the data. Delete a baseline You can delete a baseline from the project database. You cannot select a project that is currently open. If you want some. but not all. Choose Project. You can restore a baseline project. Select the project that contains the baseline you want to delete. If you want all changes to a data type reflected in the baseline. update the baseline. you may want to modify a baseline project. Modify a baseline manually As a project progresses and changes occur. Select the baseline. Click Yes. Restoring a project to modify a baseline manually is different from updating a baseline.) This new baseline project is then removed from the project hierarchy and is no longer available as an individual project.Project Management . it will no longer be available in the project hierarchy. then click Restore. nor can you select a project that already has its own assigned baseline. You can only convert one project at a time as a baseline. changes to the current project for a specific data type (such as resource assignments) reflected in the baseline. Select the baseline you want to restore. To learn more about updating baselines with new or modified data from the current project. Maintain Baselines. you should copy it. Maintain Baselines. or tertiary baseline in the Assign Baselines dialog box. The restored project is placed in the same node as the project to which it was linked as a baseline. Choose Project. refer to “Updating Baselines” on page 290. An active baseline is any baseline designated as the primary. the module appends the name with – B1. If multiple projects are open. Open the project that contains the baseline you want to restore. making it available again as a separate project in the project hierarchy. you are prompted to select the project to designate as the baseline from the project hierarchy. Primavera . secondary. you must select one project before you can create the baseline project. You cannot delete an active baseline.

Project Management . For example. Primavera . Current project After you make changes to a restored baseline project. you can return it as a baseline to retain the changes for comparison against the current project. you may want to revise the baseline to indicate scope changes once the current project is underway.Managing Baselines 285 The restored baseline project can be accessed in the project hierarchy along with its current project.

To use an existing baseline as the primary baseline. select the project to which you want to assign a project baseline. The primary. primary. You can assign the same project as secondary and tertiary baselines. secondary. Open the projects for which you want to select a baseline. secondary. Each baseline field in the Assign Baselines dialog lists the current project and all existing baselines for the selected project. the current project is used as the primary baseline. In the Project field. Assign the baselines to use for the current project Use the Assign Baselines dialog box to choose the primary baseline for a project. open the project for which you want to select a project baseline. In the Project field. secondary. If no baseline is designated as active. and tertiary baseline to a project.286 Part 4: Updating the Schedule Assigning Baselines to Projects Use the Assign Baselines dialog box to designate the current project or an existing baseline as the project. choose Project. Secondary and tertiary baselines are not required. Assign Baselines. select an existing baseline in the Primary field. and tertiary baselines are user-defined baselines used to compare projects. select the project to which you want to assign baselines. You can assign only one project baseline to a project. In the Project field. Assign the baseline to use for summarization or earned value To choose which baseline to use for summarizing a project. Assign baselines for comparison To assign an existing baseline as the secondary or tertiary baseline. Assign Baselines. select the desired baseline or the current project.Project Management . If you do not select a value for the primary baseline. Assign Baselines. select the project to which you want to assign a primary baseline. Choose Project. the current project is used as the baseline project. You must have the appropriate security privileges to select the project baseline. or tertiary baseline. Primavera . You can assign only one primary. In the Secondary and Tertiary fields. Choose Project. The project baseline is always used to summarize a project. select an existing baseline or the current project. In the Project Baseline field. The project baseline or primary baseline can be designated as the project to use when calculating earned value (based on a setting in the Settings tab of Project Details).

Project Management . Select the baseline to use for summarization or earned value.Managing Baselines 287 Select a project from the list of open projects. Primavera . Baseline assignments are user-specific. meaning that each user can choose a different version for his/her active baseline to the current project.

create schedule and activity matrix reports and resource and cost graphics. In the list of activities. but not change. you must first restore it as a separate project. baseline data. You can also update baseline project data using the Update Baseline utility. Displaying baseline and current bars in the Gantt Chart indicates how the schedule is progressing according to the original plan. Primavera . You can also display target and variance data on the activity bars. Run the Earned Value report to analyze cost and schedule variance using the project or primary baseline. A target comparison makes it easy to see variances between the current and baseline dates. Display activity bars that represent baseline dates. This layout includes current and baseline columns for start and finish dates. you can view. After a project is updated. include columns for the planned value. To modify the baseline. see “Updating. Add columns in the Activity Table for almost any data item from the baseline project. For detailed reporting.288 Part 4: Updating the Schedule Comparing Current and Baseline Schedules For more information about updating the schedule. Use a layout that shows current and baseline bars to identify tasks that start or finish later than planned. BL appears before any data item that is available from a baseline project. and earned value to identify tasks that are behind schedule or over budget. you can quickly evaluate progress and performance onscreen. When the current project is open. Scheduling. and Leveling” on page 295. actual costs to date.Project Management .

or Planned values with planned dates. in the Earned Value Calculation section. choose to calculate earned value using the project baseline or the baseline you have defined as your primary baseline. To choose the type of baseline you want to use to calculate earned value. On the Project Details. Planned values with current dates. choose to calculate earned value using At Completion values with current dates. To specify how earned value is calculated. Admin Preferences.Project Management . in the Projects window. or you can use the duration at completion to calculate the actual baseline finish date. Primavera . Settings tab. select a project. On the Earned Value tab. For example. based on the settings chosen.Managing Baselines 289 Setting preferences for baseline values Choose to calculate the earned value from the Planned or At Completion values of the project or primary baseline. choose Admin. you can add the planned duration to the BL Start date to calculate the BL Finish date.

thresholds. You can only update one baseline at a time. Selecting to update specific UDFs provides greater flexibility and control about what to update. You can also specify the types of data to update. costs. and issues. and expenses. resources. creating a new baseline may not yield accurate results for measuring performance because some data will change during the life of the project that should be measured against the original project data. codes. thresholds. When updating a baseline.290 Part 4: Updating the Schedule Updating Baselines As a project progresses. expenses. calendars. risks. the original baseline you created for the project may not accurately measure performance against the current project. you can choose to update all activities or you can apply a filter to update activities that meet the filter’s criteria. resources. the WBS. For example. relationships. changes to any of the following data types can affect results when comparing a project to its baseline: • • Added/dropped activities Modified activity data including dates. certain types of project data are likely to change. and codes • Using Primavera’s Update Baseline utility. documents. activities. Likewise. resource/role assignment. you can update the original baseline plan with new activity. and userdefined fields Modified project-level data including details. You must have the Update Project Baselines project privilege to update a baseline. steps. and project data. you can select to update specific User Defined Fields (UDFs) related to projects. documents. costs. When a project is in progress and data changes. while enhancing system performance. including specific data related to activities. Primavera . issues. When updating a baseline. steps. notebooks.Project Management .

including specific. issue. errors are not logged during the baseline update (see the following note). Choose to update all activities or select a filter to only update activities that meet the filter’s criteria. Select the project-level data you want to update. Primavera . WBS. Choose this option to run the baseline update faster.Managing Baselines 291 Update a project baseline To update a baseline. click Update. Click to specify the types of data to update for existing activities. Choose Project. If you choose this option. After selecting options. delete activities no longer in the current project. enter a path or select a file. risk. When the update is complete. Choose to add new activities from the current project. open the project that contains the data you want to add to the baseline. or threshold data. Maintain Baselines.Project Management . Choose one of these options to update activity data. Select one of these options to update project. product. If you choose to update existing activities. related UDFs. click View Log to view the results of the update. document. click Update Options to select the types of activity and resource/role assignment data you want to update. and/or update existing activities. Select the baseline you want to update. To save the results of the baseline update to a file (including errors and warnings). Click Update.

and UDFs for activity resource assignments. code assignments. After the update is complete.292 Part 4: Updating the Schedule Select any of these options to update the baseline with data related to activities. newly added resource and role assignments. and UDFs. If errors occur when updating a baseline in optimized mode. To determine the data item causing the failure. Select to update resource and role assignment data. Primavera . Baseline update performance is further optimized when you log in to Primavera as an Admin Superuser. budgeted and actual units and costs. constraints. refer to the log file to determine which data item is causing the update to fail. including relationships. you will not be able to determine the data item that is causing the update to fail.Project Management . Click Help on both of the dialog boxes displayed above to view important information to consider when selecting update baseline options. turn off the Run Optimized option and rerun the baseline update.

Managing Baselines 293 Ensuring Baseline Data Is Updated When you update a baseline. Primavera . The module does not consider the last update date when you choose the Ignore Last Update Date option in the Update Baseline dialog box. Primavera recommends that you select the Ignore Last Update Date option if you plan to update different data types at different times (for example. you will not update all baseline data each time). the module stores the date on which the baseline was last updated. You can view this date in the Last Update Date field of the Maintain Baselines dialog box. If you do not select this option.Project Management . some data types may not be updated from the correct date when you run the baseline update.

when you run the baseline update on June 15th. you run a baseline update that includes activity steps. On June 8th.294 Part 4: Updating the Schedule For example: ■ ■ On June 1st.Project Management . ■ Given this scenario. If you select the Ignore Last Update Date option. On June 15th. You do not select the Ignore Last Update Date option. you run a baseline update that includes activity steps. all changes to activity steps are updated regardless of the date the baseline was last updated. you run a baseline update that does NOT include activity steps. activity steps are only updated from June 8th because the baseline is updated from the last update date. Primavera .

. After you update the project. Level resources in your project schedule to ensure that resource demand does not exceed resource availability. Scheduling. You can update project progress by applying actual data to activities directly in a project or by using timesheet updates from the Timesheets module. schedule it to calculate the earliest start and finish dates as well as the latest start and finish dates for each activity and for the entire project. When you level resources. each activity is delayed until sufficient resources are available. and Leveling In this chapter: The Update Process Choosing a Method of Updating Highlighting Activities for Updating Updating Progress for Spotlighted Activities Estimating Progress Automatically Updating Using Timesheets Updating Activities Manually Interrupting Activity Progress Applying Actuals Storing Period Performance (Past Period Actuals) Scheduling Projects Leveling Resources Recalculating Resource and Role Assignment Costs Managing Resource Assignments A good project schedule can serve as a key management tool for making decisions and predicting whether the project will finish on time and within budget.295 Updating. Update your project regularly so you can record progress and identify potential problems. Read this chapter to learn how to update and schedule projects. and level resources.

The project controls coordinator. You must consider these factors as you establish updating guidelines.296 Part 4: Updating the Schedule The Update Process Once a project is underway. it is important to keep the schedule up to date. Actual durations will probably vary from your original estimates. Identify the types of data to collect The data to collect may depend on whether you are updating activities or individual resource assignments. In addition. along with the project managers.Project Management . Regularly updating schedules and comparing them with baseline schedules ensures that you are using resources effectively. or other employees involved in the process are geographically dispersed. The module can also estimate progress automatically. ask questions such as these: ■ What data need to be assembled for the update and what methods will be used to collect the data? How often should projects be updated? Are resources local or offsite? On which project teams are resources participating? Who on each team will be gathering the information used for the project update? Who needs to see the results of the update and when do they need to see them? What types of information need to be generated after each update to communicate progress before the next update? ■ ■ ■ ■ ■ ■ The answers to these questions help determine how you will use the module to update projects. For resource assignments. enter the actual hours to date and the hours remaining. monitoring project costs against budget. To help develop procedures. establishes company procedures and communicates them to all participants. and the sequence of activities may change once the work begins. you may need to add new activities and delete unnecessary ones. Primavera . several projects at various levels of progress occur simultaneously. key resources. and keeping abreast of actual durations and costs so you can initiate your contingency plan if necessary. You can update activities by simply recording actual dates and a remaining duration. Project portfolio management can be complicated further when project managers. Usually.

your update process will probably involve more than one procedure—all handled equally well by the module. and entered in the module? If you answered Yes to one or more of these questions. you need to analyze the results. you may want to perform “what-if” analyses before modifying the network. resource and cost overloads. you are not updating often enough. or the scope of your activities is too narrow. Effective communication to all project participants is also essential to the success of every project. Scheduling. or the scope of your activities is too broad—you should divide activities into smaller ones. Use easily understood reports and layouts to show the project team and management what is happening. collected weekly by the project manager or team leader. Although no rules exist for update frequency.Project Management . create new template specifications by modifying existing ones. after you produce an updated schedule. Examine updated project schedules using the many display and print options available. If problems exist. or even daily. Primavera . or add your own template to produce the data you need to see. then look at project data in more detail by generating reports. consider these general guidelines: if your projects never seem to be accurate. You can first view onscreen layouts to see immediate results. you may want to update monthly. weekly. Focus on critical activities.Updating. Use existing report templates. and slippages. If you spend too much time updating. Analyze and communicate data Recording progress in the module is only the beginning of the update process. such as an accounting system? Or will updates be handwritten on printouts of the schedule distributed to project participants. and Leveling 297 Determine how data will be collected Will you automatically collect timesheet entry data for each employee from the Timesheets module? Does your organization need to collect status from project team members who are not assigned resources or Timesheets users? Will you import data from other systems supported by your company. Pinpoint potential problems by comparing the current schedule to the target plan in the Bar Chart or by displaying a Resource Usage Profile for a graphical representation of resource use. and identify actual and required future progress. Determine how often data should be updated Depending on how quickly your projects change. you’re updating too often.

” then simply specify the data date and apply actual data. or actual resource use exceeds planned use. You can choose to “auto compute actuals. More than likely. collect timesheet data from the Timesheets module. your projects do not progress as planned—many activities start out-of-sequence. Most projects progress somewhere between these two situations: some activities occur as planned and some do not. once the project begins. update activities and resources individually. or use P6 Web Access to collect activity progress from project team members who are designated as activity Owners. you may only need to estimate progress. You can update activities and/or resources manually in the Project Management module. The module uses the data date to determine which activities have progressed and how much.Project Management . The module also notes which activities are complete and sets their remaining durations to zero. In these cases. activities take more or less time to complete than originally planned. and to calculate the remaining durations of activities that have started. the data date is the project start date. Update progress for all activities and resources as a whole. If this is the case. update progress from timesheets. update activities and resources individually to help you forecast the effects of unforeseen progress or lack of progress and take appropriate corrective actions.298 Part 4: Updating the Schedule Choosing a Method of Updating You can update project schedules in several different ways. Sometimes. Allow the module to calculate a project schedule as if the project progresses exactly as planned and then individually update those activities and resources that have deviated from the plan. the data date is the date up to which you are reporting progress. you can combine the two updating methods. or use a combination of these methods. Primavera . Before the first update.

3 Record progress on activities automatically or manually in the Project Management module and from Timesheets module data. and Leveling 299 Regardless of the method you choose. or as a stand-alone application (if properly configured). Use P6 Web Access to collect progress from designated activity Owners. use Reflection project features to implement a review and approval process that enables you to examine updates to activity status and specify which. Depending on the method you choose. review and approve timesheets in the Timesheet Approval application. If collecting timesheet data from the Timesheets module. updating actual resource use/cost to date. 5 Calculate the schedule and level resources. you want to merge into the active source project. 4 Apply project actuals.Project Management . Scheduling. Primavera . which is accessible from within the Project Management module and P6 Web Access. the update process should proceed in the following order: For information on implementing the Timesheets module. if any. see the Project Management Help and the Administrator’s Guide. Recording progress includes entering actual start and/or finish dates (see “Types of Activity Dates” on page 300). If collecting progress from activity owners. and estimating remaining work to complete. For more information about combining activity owner and Reflection project features to collect activity status. 1 Establish a standard update procedure that includes which method you will use to record progress. 8 Make adjustments and communicate the schedule updates. 6 Compare the current schedule to the baseline plan and identify variances.Updating. 7 Analyze data through layouts and reports. see the Administrator’s Guide. set calculation variables for percent complete type and duration type. 2 Create a baseline plan. as discussed in “Managing Baselines” on page 281.

and resource availability. and resource availability. Before the activity is started. schedule constraints. Before the activity is started. Set to the activity planned finish date while the activity is not started. This is the start date that Timesheets users follow. the remaining finish date while the activity is in progress. This date is not changed by the project scheduler once you apply an Actual Start date. Set to the remaining start date until the activity is started. The earliest possible date the remaining work for the activity can begin. An ‘A’ after the Finish value indicates that it is the Actual Finish. This date is calculated by the project scheduler but can be updated manually by the user. The date the remaining work for the activity is scheduled to begin. and resource availability. schedule constraints. schedule constraints. This date is calculated by the project scheduler based on activity relationships.300 Part 4: Updating the Schedule Types of Activity Dates Date Field Start Definition The current start date of the activity. The current finish date of the activity. This is the finish date that Timesheets users follow. The date on which the activity actually started. This date is not changed by the project scheduler once you apply an Actual Finish date. This date is calculated by the project scheduler but can be updated manually by the user. The date the activity is scheduled to begin. and the actual finish date once the activity is completed. schedule constraints. The earliest possible date the activity can finish. The latest possible date the activity must finish without delaying the project finish date. and resource availability. This date is calculated by the project scheduler based on activity relationships. the Remaining Start is the same as the Planned Start. the Remaining Finish is the same as the Planned Finish. This date is set equal to the early start date by the project scheduler but can be updated manually by the project manager. an ‘*’ indicates that a Start constraint is applied to the activity. The latest possible date the remaining work for the activity must begin without delaying the project finish date. an ‘*’ indicates that a Finish constraint is applied to the activity. This date is calculated by the project scheduler based on activity relationships.Project Management . This date is set equal to the early finish date by the project scheduler but can be updated manually by the user. Primavera . The date on which the activity actually finished. The date the activity is scheduled to finish. An ‘A’ after the Start value indicates that it is the Actual Start. This date is calculated by the project scheduler based on activity relationships. then set to the actual start date. Finish Actual Start Actual Finish Early Start Early Finish Late Start Late Finish Planned Start Planned Finish Remaining Start Remaining Finish The date the remaining work for the activity is scheduled to finish.

When scheduling your projects. If the activity does not have a constraint. the date the external relationship was scheduled to finish. This date may be used to calculate the start date of the current activity during scheduling. you may choose to use or ignore the Expected Finish dates. or is planned to be. The date on which an activity’s progress was. This date may be used to calculate the finish date of the current activity during scheduling. Scheduling. For example. this date is entered in the Timesheets module by the primary resource. resumed. Depending on the constraint type. For an activity with an external relationship. and Leveling 301 Date Field Expected Finish Definition The date the activity is expected to finish. This field is populated on import when an external relationship is lost. Constraint Date External Early Start External Late Finish Suspend Date Resume Date Primavera . The date for which the activity’s constraint applies.Project Management . the constraint date is the date on which the activity must finish. this field will be empty.Updating. this date could be a start or finish date. or is planned to be. the late start date of the lost external relationship. This field is populated on import when a successor relationship is lost. for a Finish On constraint. For an activity with an external relationship. The date on which an activity’s progress was. Typically. suspended.

For more information about the Update Progress dialog box. or click the Progress Spotlight icon to highlight a timeperiod equal to the smallest increment of the displayed timescale from the previous data date. see “Estimating Progress Automatically” on page 306. or reschedule the project immediately according to the new data date by pressing F9. Use the Progress Spotlight feature Choose View. Unlike selected activities. To increase/decrease the highlighted area between the previous data date and the new date by one or more timescale increments. Primavera . In this case. Update activities as described later in this chapter. you may not be able to position the data date line on the exact date and time you want to use. Once you spotlight activities. Depending on the density of the timescale above the activity bars. You can also drag the data date line to a specific date to highlight the activities that fall between the last data date and the new data date. Drag the data date line Click the data-date line. Progress Spotlight.Project Management . drag the data date line to the right or the left. manually update them.302 Part 4: Updating the Schedule Highlighting Activities for Updating The Progress Spotlight feature highlights the activities that should have been worked on during a specified timeperiod. drag the line to the right until you reach the new data date. Update activities as described later in this chapter. you can automatically status them. enter the data date in the Update Progress dialog box and have the Project Management module estimate progress as of that date before you update individual activities. when Progress Spotlight is active. The Project Management module spotlights the activities between the last data date and the new data date. when it changes to an arrow. activities remain spotlighted even when you click in another area of the workspace. or reschedule the project immediately according to the new data date by pressing F9.

Scheduling. or finished between the previous data date and the new data date in the Gantt Chart. Primavera .Project Management .Updating. and Leveling 303 The Project Management module spotlights activities that should have started. progressed.

actual dates. Select a new data date if the one shown is not accurate. you may want to estimate progress for all activities as of the new data date you specify.” You can update projects automatically. Estimate progress for all spotlighted activities Spotlight the activities for which you want to estimate progress by dragging the data date line or by using the Progress Spotlight feature. you may need to update additional activities— especially if you selected activities by dragging the data date line or by using the Progress Spotlight feature. you can quickly update the project as “on time.Project Management . Since progress can occur out of sequence. Update Progress. The Project Management module can quickly estimate activity dates. update each activity manually. You should also review all incomplete activities to make sure their remaining durations. Choose Tools. The Project Management module estimates progress only for those activities that were supposed to take place.304 Part 4: Updating the Schedule Updating Progress for Spotlighted Activities If activities are progressing on schedule. Once you spotlight activities. Choose to update all activities scheduled to work during the current update period or only selected activities. You can not drag the new data date line to a date that is before the old data date line. or use both methods. Primavera . and percent complete amounts are realistic. and remaining durations when you use the Update Progress dialog box to update a project. percent complete amounts. Estimating activity progress is a quick and convenient way to update your project.

and Leveling 305 Click Apply. In addition. If you manually update a spotlighted activity then run Update Progress. For each activity in the update. if more than one price per unit for varying through dates exists. sets dates to actual dates if they fall before the new data date.Updating. and estimates remaining durations for activities that are not finished as of the data date. and so on—for activities that are within the update period. the Project Management module takes into account only the first price per unit in the Resource Dictionary. you can only estimate progress— percent complete. when updating resource assignments. the module will overwrite your manual changes. Project Management module estimates percent complete amounts as of the data date. If you estimate progress for selected activities that do not fall within the update period.Project Management . Primavera . When spotlighting activities. Scheduling. The Project Management module also updates resource assignments based on each activity’s revised percent complete and remaining duration while adhering to Autocost Rules. remaining duration. those activities will show no progress.

Activities. The Auto Compute Actuals option is listed in the General section of Available Options in the Columns dialog box. Choose. Estimating activity progress is a quick and convenient way to update your project. Set Auto Compute Actuals by activity If you set the Auto Compute Actuals option by activity. and actual and remaining units for all assigned resources. and/or expense data.306 Part 4: Updating the Schedule Estimating Progress Automatically If you want to estimate progress as if activities are proceeding on schedule. and open a layout that contains the activities you want to automatically update. resource. Mark the Auto Compute Actuals checkbox for each activity you want to update automatically. The module estimates progress only for those activities that were supposed to take place. remaining durations. you may need to update additional activities. Project. You should not automatically compute actuals for those activities from which you are collecting timesheet data from the Timesheets module. your timesheet data are overwritten when you apply actuals. otherwise. Add a column for the Auto Compute Actuals option and mark the checkbox next to each activity. you can automatically calculate actual data based on activity. the module determines actual dates. percent complete amounts. Primavera .Project Management . Since progress can occur out of sequence.

Project Management . Click the Details tab and mark the Auto Compute Actuals checkbox. Mark to automatically calculate actuals for the selected resource. Resources. Choose Enterprise. and select the resource that you want to automatically update when actuals are applied. choose Project. then click the Costs tab and mark the Auto Compute Actuals checkbox. Expenses. To set Auto Compute Actuals for expenses. the module automatically updates actual units and remaining units using the planned units and the activity’s percent complete. your timesheet data are overwritten when you apply actuals. Actual and remaining costs and units are updated.Updating. Scheduling. You can not automatically compute actuals for those resources from which you are collecting timesheet data from the Timesheets module. If you choose to disable the timesheet usage. Primavera . and Leveling 307 Set Auto Compute Actuals by resource If you set the Auto Compute Actuals option by individual resource.

Primavera . and turn it ON for those resources not reporting data through the Timesheets module. you may be collecting actual data from some.Project Management . regardless of whether the individual resources/expenses have the Auto Compute Actuals option set to ON.and resource-level Auto Compute Actuals option. If you don’t want to update all assignments. For those resources from which you are collecting actual data. turn OFF the activity’s Auto Compute Actuals option and turn it ON only for those resources/ expenses you want updated automatically. but not all.308 Part 4: Updating the Schedule Setting Auto Compute Actuals Setting the Auto Compute Actuals option to ON for an activity automatically updates actual and remaining units/costs for all resources/ expenses assigned to the activity. For more information on applying actuals. Update progress automatically Once you set the appropriate Auto Compute Actuals options. turn OFF the activity. resources through the Timesheets module. For example. see “Interrupting Activity Progress” on page 320. you can update progress automatically. Apply Actuals. Choose Tools.

or as a stand-alone application. you must have one of the required security privileges to approve timesheets and the Timesheet Approval application must be properly configured. click Help in the Timesheet Approval window. When enabled. A notification message appears at the top right of the window when you have resubmitted timesheets to review. you can access Timesheet Approval from within the Project Management module and P6 Web Access. see the Administrator’s Guide. select the timesheet you want to review. for example. you are prompted to confirm the rejection. and to send a rejection e-mail to the associated timesheet resource(s). For more information on configuring access to Timesheet Approval. and Leveling 309 Updating Using Timesheets For details on using the Timesheet Approval application. You can edit the contents of the e-mail as necessary. For information on configuring resources to use timesheets. you can update activities in the Project Management module (and P6 Web Access) based on their timesheet entries. choose your designated time approval role. the window refreshes to display the timesheet details in the bottom half of the window. but not both. If you choose to reject a timesheet. Time Approval. Scheduling. Approve timesheets Choose Tools. Primavera . if necessary. which is determined by your security profile. If you have privileges to approve timesheets as a Project Manager or a Resource Manager. you can enter progress for assigned activities.Updating. then click OK. From the Approving As drop-down list. Project Manager Delegate for <project manager’s personal name>. In the top half of the window. Rightclick the selected timesheet and select Approve to update the project with activity progress. refer to the Administrator’s Guide or to the Project Management Help. If a resource’s timesheet is unavailable. If employees are entering timesheet data using the Timesheets module. To access Timesheet Approval. Select the timesheet period you want to review. If a timesheet approval manager has designated timesheet approval rights to you. this field displays. Use the Timesheet Approval application to process timesheets submitted by Timesheets users. the Approving As field is read only and displays your current timesheet approval privilege. or select Reject to return a timesheet to a Timesheets user. Mark the checkbox to send a rejection e-mail.Project Management .

Click to filter timesheets by status. Primavera .310 Part 4: Updating the Schedule Select a timesheet period. such as Action Required.Project Management . based on your timesheet filter selection. or Not Submitted. Approved. Lists each resource with a timesheet for the selected period. Rejected. Displays activity information for the selected timesheet.

you can approve or reject timesheets. Not Submitted. As a timesheet approval manager. Administrative settings in the Project Management module specify whether Resource Managers or Project Managers (or both) must review and approve timesheets. • • • Timesheet Approval (as shown on the previous page) displays a Timesheet table (top) and Activity table (bottom). search for timesheets or activities. and print the contents of the table. etc.Project Management . add timesheet notes. The Activity table displays a breakdown of the number of regular. click Help in the Timesheet Approval application. and run timesheet reports. Primavera . If you are a Project Manager. The Timesheet table lists all timesheets you are responsible for processing during the selected timesheet period. Scheduling. notify resources about timesheet status. • If you are a Resource Manager. you can review timesheets for resources to whom the Resource Manager has been assigned as timesheet approval manager. and total hours the resources associated with the selected timesheets have allocated to project activities. based on filter criteria you select (Action Required. Submitted. A Project Manager can delegate approval rights to different users for each project. If you are a timesheet approval delegate for a Project Manager. or refer to the Project Management or P6 Web Access Help. you can group and sort based on predefined criteria. you can review timesheets for resources who are assigned to activities within the project(s) for which you have been granted approval rights. In both the Timesheet table and Activity table. you can review timesheets for resources who are assigned to activities within projects for which you are responsible. you can review timesheets for resources to whom you have been assigned as timesheet approval manager.Updating. overhead. customize the columns that display. while you are on vacation). If you are a timesheet approval delegate for a Resource Manager. and Leveling 311 Using Timesheet Approval For more detailed information on using Timesheet Approval. You can also determine if a resource has not started or not submitted a particular timesheet.). and assign a delegate approval manager to process your timesheets when you can not process them yourself (for example.

when you activate a delegate’s approval rights. Not Submitted. displays all timesheets that currently require your approval.312 Part 4: Updating the Schedule The following table displays some of the icons available in Timesheet Approval and describes the purpose of each icon. In the Timesheet Table. The Approved filter displays only timesheets that you have personally approved. WBS.Project Management . Last Reviewer. Approved. the delegate is granted the same approval rights and access to timesheets as you. Resubmitted. After selecting a delegate for your resources or projects. you can activate and disable the delegate's approval rights at any time. Role. Project. click to group activities by None. Icon Description Click to assign a delegate user to process your timesheets when you are not able to process them yourself. or Timesheet Period. Approved. regardless of the selected timesheet period. while Overhead Activities are activities not related to project work. Status. or Status. or RM Approved. The PM Approved and RM Approved status types are only valid when two timesheet approval levels are required based on administrative settings. In the Timesheet Table. PM Approved. The Resubmitted filter displays all resubmitted timesheets that require your approval. The PM Approved and RM Approved status types are only valid when two timesheet approval levels are required based on administrative settings. PM Approved. Above the appropriate table. Click to reject the selected timesheet. Reviewed Date. You can approve any timesheet with a status of Submitted. Click to approve the selected timesheet. such as vacation time. click to customize the columns you want to display. Resubmitted. Regular Activities are activities related to project work. Resubmitted. with limited restrictions. Primavera . You can assign any Primavera user as a delegate. Rejected. or All. The Action Required filter. or RM Approved. which is selected by default. In the Activity Table. click to group timesheets by None. The Timesheet Period grouping option is only available when you also select either the Action Required or Resubmitted timesheet filter. Submitted. click to filter timesheets by one of the following status types: Action Required. You can reject any timesheet with a status of Submitted. In the Activity Table. Regular Activities. click to filter activities by All Activities. or Overhead Activities.

the subject and body of the e-mail are automatically populated based your timesheet filter selection. hover over the icon. the report displays data for all resources whose timesheets you are responsible for processing. you can edit the subject and body of any e-mail. Standard reports are pre-defined reports and can not be edited. When you run a report as a resource manager. Next to the appropriate timesheet. To sort the list of timesheets or activities in ascending order. This icon does not appear for Not Started timesheets. Primavera . click to add or view notes for the timesheet. click in the heading row of the column you want to sort by. Custom reports are defined by a timesheet administrator in the Project Management module and customized for your organization. Click the column heading again to sort in descending order.Updating. When you run a report as a project manager. To quickly view the last note added for a timesheet. When you choose to send an e-mail. Scheduling.Project Management . Click to run a standard or custom timesheet report. and Leveling 313 Icon Description Click to send an e-mail reminder to the resource(s) associated with the selected timesheet(s). the report displays data for those projects to which you have OBS access.

you can manually update data for each activity. Select the percent complete type for the activity. In addition to updating activities automatically or using timesheets.” There are different activity types. or a physical percent complete that you enter for each activity. Primavera . Set percent complete type An activity’s percent complete can be calculated according to activity duration. Record actual dates. activity units. see “Working with Activities” on page 211. You can add a column to review or modify the percent complete type. refer to “Managing Resource Assignments” on page 339. Activities.Project Management . Choose Project. and display the Activity Details General tab or add a column for Percent Complete Type in the Activity Table. and costs incurred up to the data date or “time now. percent complete types. You should set these variables at the start of the project when you establish your update procedures. For more information. and duration types to accommodate your scheduling requirements.314 Part 4: Updating the Schedule Updating Activities Manually You can also manually update future period unit values for assignments to activities. For more information on defining activity and duration types. actual resource use.

then specify the actual finish date in the Finished field. Choose Project.Project Management . you must first enter an actual start date for the activity. such as remaining duration or actual units. type the remaining number of workperiods needed to complete the selected activity. Duration% Cmp = [(Planned Duration – Rem Duration) / Planned Duration] x 100 ■ ■ Select Units when progress is best reported based on the work effort that has been accomplished and how much effort remains. Select Duration when activity progress can be easily reported in terms of actual calendar days of work remaining. If the activity is complete. Enter the actual and remaining units. Scheduling. Primavera . If the activity has actually started. the actual duration is calculated as the total working time from the actual start date to the current data date (for inprogress activities) or to the actual finish date (for completed activities). Units % Cmp = [Actual Units / At Completion Units] x 100 Update actual dates Once an activity is underway. then specify the actual start date in the Started field. select the activity to update and display the Activity Details Status tab. each resource’s remaining units are calculated as the activity’s remaining duration multiplied by its remaining units per time. Update activities with Duration percent complete type In the Activities window. update its start and finish dates and other status information. mark the Finished checkbox. mark the Started checkbox. Activities and display the Activity Details Status tab. In the Remaining field. and Leveling 315 Select the percent complete type based on how you report progress for the activity. using the activity’s calendar. To update any other activity data. Enter the activity percent complete.Updating. ■ Select Physical Percent Complete when activity progress can most easily be reported based on personal judgment. If resources are assigned to the activity. When you schedule or apply actuals.

select the activity to update and display the Activity Details Status tab. Type the percent complete for the activity when the percent complete type is Physical. (You may also have specified the activity type as Resource Dependent and the Duration type as Fixed Units/Time. If resources are assigned.Project Management .) You should update the labor units (and/or nonlabor units) for the activity. you must also update each resource’s actual regular units. Update activities with Physical percent complete type In the Activities window. Primavera . Type a new remaining duration for the activity. Update activities with Units percent complete type If you are updating activities with the Units percent complete type. you should update each resource individually in the Resources tab. select the activity to update and display the Activity Details Resources tab. rather than the duration. Enter the physical percent complete and the remaining duration for the activity. If multiple resources are assigned to an activity. most likely your focus is on resource planning and scheduling. In the Activities window. The module calculates the actual duration for the activity when you apply actuals or schedule the project.316 Part 4: Updating the Schedule Type a new remaining duration for the activity.

Project Management . The Labor Units amounts in the Status tab total the amounts for all resources assigned in the Resources tab. you should turn off Auto Compute Actuals settings. your changes are overwritten when you apply actuals or calculate the schedule. Primavera . The units % complete is calculated from the actual and at completion amounts. otherwise. and Leveling 317 Actual Regular Units for a resource indicate the actual amounts without considering overtime units.Updating. When you update activities manually. When you update units in the Resources tab. Actual Units include Actual Regular Units plus Actual Overtime Units. Scheduling. the Started checkbox in the Status tab is automatically marked. Update the actual regular units and the remaining units for each resource.

and Resource Units/Time Are Synchronized The module automatically synchronizes the duration. Units Units Units Units When you add additional resources.. Since three variables are involved (duration. this value changes.. Duration Units Duration Units/Time of each resource Activity duration type Fixed Units/ Time Fixed Duration & Units/Time Fixed Units Fixed Duration & Units Primavera . Units.318 Part 4: Updating the Schedule How Activity Duration. The Duration Type setting for an activity allows you to control how the module synchronizes these variables when any one of the equation’s variables are changed. this value changes. Duration Units Duration Units When you add the first resource. when you change the value of one variable. labor/nonlabor units. this value changes. and resource units/time for activities so that the following equation is always true for each activity: Duration = Units / (Resource Units/Time).Project Management . When you change units. Duration Units/Time Duration Units/Time When you change the duration.. units... this value changes. The following table lists the value that is automatically changed to synchronize these variables whenever the value of one of the duration type variables is changed. this value changes.. the module must alter the value of a second to balance the equation... Units Units Units/Time Units/Time When you change units/ time. and units/time)...

Scheduling. How the module calculates these changes is based on the project setting in the Project Details.Project Management . Primavera . refer to the Help. the module can distribute the planned work by setting the remaining duration equal to the planned duration.Updating. Calculations Tab. If the Link Planned and At Completion for Not Started Activities checkbox is cleared in the Resource Assignments section in the Projects window. Calculations tab. and setting the planned units equal to the remaining units. only activity and assignment dates will be adjusted when progress is removed from an activity. When the actual start or actual finish is removed from an activity. Calculations tab. when progress is removed. the module will either redistribute the remaining work on the activity by setting the planned duration equal to the remaining duration. and setting the remaining units equal to the planned units. or. and Leveling 319 Removing Progress from Activities You can remove progress from an activity by removing the Actual Start and/or Actual Finish from the activity. For more information on the Project Details. the activity’s planned units and its durations are recalculated. Depending on the option selected. Choose to re-distribute the remaining work or the planned work for activities.

Status tab. In the Activity Table. When work begins again. The activity must have an actual start date before you can enter a suspend date. enter a Resume date. then enter a Suspend date. When the activity resumes.Project Management . record the Resume date. You can use bar necking to graphically display the suspended activity’s nonworktime. Indicate this interruption by specifying suspend and resume dates in the Status tab of Activity Details. select the activity you want to suspend. select the Calendar nonwork time option under Bar Necking Settings.320 Part 4: Updating the Schedule Interrupting Activity Progress At some point in the project. You can also show suspend and resume dates as columns. Record the Suspend date as the end of the last day on which work occurred for the activity. you may need to stop work on an activity for a period of time. In the Bars dialog. When you enter a suspend or resume date. The module calculates an actual duration for all activities based on the amount of time actually worked. The amount of time an activity’s progress is suspended is considered nonworktime based on activity and resource calendar definitions. the activity is suspended or resumed at the beginning of the specified day. Suspend an activity’s progress Display the Activity Details. Bar Settings tab. You can only enter suspend and resume dates on Task Dependent and Resource Dependent activities. Primavera .

However. an assignment’s manually-planned future period Remaining (Early) Units are pushed out to the resume date once you schedule the project. Primavera . and Leveling 321 If you manually plan future period allocation for assignments to activities.Updating.Project Management . Scheduling. the Planned Units values you enter for an assignment are not affected when you enter a suspend and resume date for an activity. the values remain in the same future period buckets in which you originally entered them.

Apply actuals Open the project or EPS node that contains the projects to schedule. Double-click to select a new data date for the corresponding project. If you opened an EPS node that contains multiple projects.322 Part 4: Updating the Schedule Applying Actuals Once progress is recorded by approving timesheets. all activities are treated as Fixed Units and Fixed Units/Time. entering actual data. Applying actuals schedules activities with progress and/or that have the Auto Compute Actuals option set. Choose to use a different data date for each project. Primavera . you move the data date or “time now. Click to update the schedule. and/or setting Auto Compute Actuals options. If you choose to always recalculate. When you apply actuals. or you can choose to use a different data date for each project and then select the dates.Project Management . Apply Actuals.” The module schedules activities only within the specified timescale (between the current data date and new data date) and calculates progress for those activities that are set to automatically calculate actuals. Choose Tools. you must apply actuals. you can choose to use the same data date for all projects and then specify the date.

Project Management . The value of the activity remaining duration setting for each project is taken from that of the Default Project. You must have the appropriate access rights to set up job services. You can suspend a service at any time by selecting Disabled in the Status field. Scheduling.Updating. every two weeks. then click Add. Mark the checkbox for the project you want to use as the Default Project. Select the date up to which you want to apply the open project's/EPS node’s actuals. Click the Job Options tab to select the projects/EPS nodes to which the job service will apply actuals. select Enabled to activate the apply actuals service. The Job Service does not interact with the module client when running jobs. if more than one service is listed. All jobs are run on the server(s) on which the Job Service is installed. Primavera . Type a brief description of the service in the Job Name field. Job Services. or weekly. In the Status field. Specify a number in the Job # field to indicate the sequence in which the service should be performed. In the Run Job area on the Job Details tab. Choose Tools. schedule when the service should be run: every day at a specific time. or monthly on a day and time you specify. Select Apply Actuals in the Service Type field. and Leveling 323 Apply actuals as a service You can use Job Services to automatically apply actuals to selected projects/EPS nodes at regularly scheduled intervals.

the Project Management module increases the actual to date by the same amount. Primavera . For more information on Primavera ProjectLink. In the Project Details. Project Details. update your schedule at the times established in the Financial Periods dictionary. To run Store Period Performance. For example. Resetting the actual this period values does not affect actual to date values. At the end of each financial period. If past period data changes after you store period performance. you must be assigned the Store Period Performance and Add/Edit Project Activities Except Relationships project privileges. if you increase the actual this period by 50.324 Part 4: Updating the Schedule Storing Period Performance (Past Period Actuals) Using the Store Period Performance feature. Your projects may be scheduled to update every two weeks. click the Help button on any ProjectLink screen to access the help in Microsoft Project (available only if Primavera ProjectLink is installed). mark the Link Actual and Actual This Period Units and Cost option. and the Resources tab of Activity Details. Link actual and actual this period units and cost To store period performance on a project. you can track actual to date units and costs. To track actual costs and progress recorded. rather. monthly. Organizations using Primavera ProjectLink cannot run Store Period Performance on Microsoft Project (MSP)managed projects in the Project Management module.Project Management . or even quarterly. then store period performance at the end of the update period and before the start of the next schedule update. Click the Layout Options bar and choose Show On Bottom. Choose Enterprise. the actual and actual this period units and cost must be linked. Store Period Performance. reset the actual this period values of all activities and assignments to zero by choosing Tools. Projects. Storing period performance records actuals for the selected financial period along with earned value and planned value. Resource Assignments window. you can edit the data in financial period columns of the Activity Table. it prepares you to begin tracking new use for the current period. so you can track previous periods and compare current and future trends. Calculations tab.

refer to the Primavera Administrator’s Guide. If you do not want to store period performance for a project.Updating. The Select Financial Period dialog box lists all financial periods predefined in the Financial Periods dictionary. the Store Period Performance menu option is disabled. Click Store Now. Double-click in the Financial Period column to select a financial period. Click to run Store Period Performance for the selected periods. and Leveling For details on defining financial periods in the Financial Periods dictionary. Primavera . Store Period Performance. double-click in the Financial Period column to select a financial period. then sets actual this period values to zero in anticipation of the next schedule update period. remove the mark from the corresponding checkbox in the Selected column.Project Management . Unmark the checkbox if you do not want to store period performance for that project. If any open project is read-only or checked out. The Project Management module stores the actual this period values in the selected financial period for each project (regardless of the data date or actual start dates). 325 Post actual amounts for the period Choose Tools. The Store Period Performance dialog box lists all open projects. For each project you want to store period performance for. Scheduling.

In the Application tab. material. Columns section. You must select a financial period range to display as columns. earned value and planned value labor units. User Preferences. In the Activity Table. When you store period performance after it has already been stored for a period. In the Resource Assignments window and the Activity Details. For more information on displaying columns. select a range of financial periods. refer to “Modifying Columns” on page 446. expense.e. View or edit past period actual data You can view and edit past period actual data for each financial period. nonlabor. If you do not select a range. Primavera . you can display columns for actual units and cost. To choose the range of financial periods that are available for display as columns choose Edit. you can skip periods). The available financial period columns are listed in the Financial Period Value section. you can edit the data in any field of that column. earned value. Once you display a financial period column. Also. the new earned value and planned value data overwrites the existing period data). as described above..Project Management . Resources tab. you do not have to store period performance sequentially (i. and planned value cost. labor. and. you should not edit past period actuals in the Project Management module. you can display columns for actual this period labor and nonlabor units. financial period columns are not available. If your resources use the Timesheets module to enter time.326 Part 4: Updating the Schedule You can store period performance for the same financial period in a project more than once. the module appends any new values to the period and does not overwrite existing values (except for earned value and planned value data which is calculated as usual.

the default name is YYYY-MM-DD (e.. etc. 2004-0401). Resource Usage Profile/Spreadsheet. time-distributed reports..Project Management .Updating. Scheduling. To ensure the proper order. You can edit past period actual data for activities that have resource assignments in the Resource Assignments window or in the Resources tab of Activity Details. and P6 Web Access. you should use the default name or add a letter or number to the beginning of the name (e. and Leveling 327 Available financial period columns in the Activity Table When you create a financial period. 1 Fiscal Month.) Available financial period columns in the Resource Assignments window and the Resources tab of Activity Details You cannot edit past period actual data for activities that do not have an actual start date. Primavera . Tracking window (in the Project Gantt/Profile and Resource Analysis layouts). You can also view past period actual spreads in the Activity Usage Profile/Spreadsheet. The Columns dialog box lists financial period columns alphanumerically rather than in the order listed in the Financial Periods dictionary. 2 Fiscal Month.g.g.

Apply Actuals).328 Part 4: Updating the Schedule Scheduling Projects The module employs the Critical Path Method (CPM) scheduling technique to calculate project schedules. each with a project forecast start date. This process is performed in two phases or “passes” over the activities in a project. Mark the Set Data Date and Planned Start to Project Forecast Start During Scheduling option. If multiple projects are open. Schedule.You can access the help by clicking the Help button on any ProjectLink screen. refer to the Help. You can choose to use this new date instead of the project’s planned date and current data date when you schedule the project. The second pass or “backward pass” calculates the late start and finish dates for each activity. The Schedule dialog box lists the number of projects to be scheduled. You can schedule one project or all projects in a particular EPS node. the forecasted start date is used from each project during scheduling. along with the earliest data date of all open projects. For more information on additional scheduling options. or when you apply actuals (choose Tools. click Default in the Schedule Options dialog box. A forecast start date is shown if you manually changed the start date of a project by dragging the project bar to a new timeframe in the Portfolios section of P6 Web Access or in Tracking layouts. For more information on Primavera ProjectLink. based on the start or finish dates of successor activities as well as the duration of the activity. based on the start or finish dates of predecessor activities as well as the duration of the activity. Organizations using Primavera ProjectLink cannot schedule Microsoft Project (MSP)-managed projects in the Project Management module. CPM uses activity durations and relationships between activities to calculate project dates. Choose Tools.Project Management . Schedule a project Open an individual project or the node that contains the projects you want to schedule. To display and/or use the default scheduling settings. refer to the Primavera ProjectLink Help in Microsoft Project (available only if Primavera ProjectLink is installed). The first pass or “forward pass” calculates the early start and finish dates for each activity. You can change the data dates for individual projects directly in the Projects window. Primavera . The free float and total float for each activity are recalculated.

Select to define critical activities either by total float or by activities that constitute the longest path. Selecting Each Project uses the Schedule Finish date of each project as the latest finish date of all activities in the project. then click the Browse button to specify a filename and location. Select the method for calculating total float for all activities.Updating. Primavera . Mark to record your scheduling results in a log file. the total float of the activities is computed using the Schedule Finish of the project. Leave this option cleared to preserve activity dates dependent on external relationships to projects that are not included in the opened projects. The Schedule Finish date for each project is the same and equal to the latest finish date. Scheduling. When the option to ignore external relationships is selected. this changes to Earliest Data Date. Mark to level resources while scheduling the open projects. Otherwise. Mark to recalculate resource and role assignment costs after you schedule the project(s). Start Float is the difference between the early and late start dates (Start Float = Late Start Early Start). and Leveling 329 If more than one project is open. Choose to calculate float using the finish date of each project for openended activities. mark this option if all open-ended activities with no successors. Selecting Opened Projects ignores each ect’s finish date and uses the latest finish e of all projects to calculate late dates for all activities. or with successors to external projects are to be made critical. and Smallest of Start Float and Finish Float use the most critical float value. Finish Float is the difference between the early and late finish dates (Finish Float = Late Finish Early Finish).Project Management .

more float paths will take longer to calculate.330 Part 4: Updating the Schedule Calculates critical float path and subpaths based on total float. or the path the drives the Schedule Finish of the project back to the project start date. the path with Float path of 1 will be the path made of activities that drive the activity with the least total float. Calculates critical float path and sub-paths based on total float. Calculates the critical float path and subpaths based on free float. Click the Advanced tab to specify additional options for determining critical activities based on multiple float paths. Normally. then the entire project is (or multiple. Enter the number of float paths to calculate. If this option is left blank. the most critical path is the longest path. the float path assigned the number 1 is comprised of activities that drive the activity with the least total float. Select the WBS activity to represent the end of the float paths. Primavera . selected projects are) considered in determining all float paths. In this case. In this case.Project Management .

you can calculate multiple float paths for one or more projects. or Free Float. Select Schedule in the Service Type field. If you turn off automatic scheduling. if a Must Finish by Date is specified in the Project Details Dates tab. Type a brief description of the service in the Job Name field. the backward pass is calculated using the must finish by date rather than the schedule end date.Updating. Job Services. then click Add. Mark the Schedule Automatically When a Change Affects Dates checkbox in the General tab of the Schedule Options dialog box to recalculate the schedule each time a significant change is made to an activity. Primavera . After the forward pass. if more than one service is listed. In the Status field. Scheduling.Project Management . to identify the critical path as the longest float path based on the sequence and start and end dates of activities in the projects. select Enabled to activate the scheduling service. or weekly. In the Run Job area on the Job Details tab. changes to activities will not be reflected in the schedule until you calculate the schedule again. When you are finished. Mark the Calculate multiple float paths check box. rescheduling activities that have changed significantly and rescheduling any activities affected by the change to the first activity. or monthly on a day and time you specify. or resource. mark the Level Resources During Scheduling checkbox in the General tab of the Schedule Options dialog box. Schedule project data as a service Choose Tools. Automatic scheduling and leveling You can also choose to calculate the schedule each time activity data change. choose the number of float paths to calculate from the total number of activities across all projects. In the Display multiple float paths ending with an activity field. click the Browse button to choose an activity or milestone to be the end of the critical float paths. every two weeks. click Close. relationship. Specify a number in the Job # field to indicate the sequence in which the service should be performed. You can suspend a service at any time by selecting Disabled in the Status field. then choose Total Float to calculate the critical float path. Enter a low number (10 or less) to optimize performance. schedule when the service should be run: every day at a specific time. In the Specify the number of paths to calculate field. You can also choose to level resources during automatic scheduling. To enable leveling of resources. and Leveling 331 Setting Float Paths for Multiple Projects In the Advanced tab of the Scheduling Options dialog box.

All jobs are run on the server(s) on which the Job Service is installed. Mark to log information about the service to a file you specify. You must have the appropriate access rights to set up job services.332 Part 4: Updating the Schedule Click the Job Options tab to select the projects/EPS nodes the job service will schedule. Primavera . In this example.Project Management . The Job Service does not interact with the module client when running jobs. projects are scheduled each week on Friday.

Expenses are not included when leveling resources. Level resources Open the projects that contain the resources you want to level. the resource requirements of all scheduled activities are compared to the maximum quantity available at the time of leveling. Level Resources. and Leveling 333 Leveling Resources Level resources in your projects to ensure that resource demand does not exceed resource availability. You can set several resource leveling options to meet your requirements. Choose Tools. Click Level after you make your selections.Updating. refer to the Primavera ProjectLink Help in Microsoft Project (available only if Primavera ProjectLink is installed). An activity is delayed if too few resources are available at any time during the activity’s duration. Primavera .Project Management . You can access the help by clicking the Help button on any ProjectLink screen. During leveling. and you can add leveling priorities that specify which project or activity is leveled first when a conflict occurs. For more information on Primavera ProjectLink. Organizations using Primavera ProjectLink cannot level resources for Microsoft Project (MSP)-managed projects in the Project Management module. Scheduling. Resource leveling is an automated process that changes the start of certain activities. You can select the resources to be leveled. The maximum amount of work that a resource is capable of performing for a given timeperiod is defined by the resource’s Max Units/Time in the Units & Prices tab in the Resources window.

Primavera . the project’s current early dates are retained before leveling. For more information on leveling options. when you preserve these dates. then type the minimum amount of total float and specify the maximum percentage by which the resource availability can be increased.) In the Level Resources dialog box. In addition. or clear and click Select Resources to specify the resources to be leveled. which means that the early dates of activities from the start to the finish of the project are scheduled. Mark to delay activities with resource conflicts only up to their late finish dates. A leveling priority number is assigned to each project when you add the project (in the Projects Details General tab. Mark to level all resources.334 Part 4: Updating the Schedule Mark to recalculate all resource and role assignment costs after you level resources. If you mark the Preserve Scheduled Early and Late Dates checkbox. To review the leveled early dates. mark the checkbox to consider assignments in other projects and specify the priority value you want to consider. For example. choose to show the Remaining Start/Finish dates or the Start and Finish dates. if resources are assigned across multiple projects. you can determine whether to consider the resource assignments in other projects when leveling. refer to the Help.Project Management . Mark to automatically level resources each time you schedule a project. the module only forward-levels the schedule.

the project’s early and late start/finish dates are updated. Add priorities in the order in which you want the module to consider them.Updating. you can add priorities that specify which project or activity is leveled first. Select the type of priority. In the Leveling Priorities section of the Level Resources dialog box. the activity is advanced to an earlier date. Scheduling. select it. If insufficient resources are available to schedule an activity on its late dates. Backward leveling schedules activities to occur as late as possible without delaying the project finish. then select Ascending or Descending. then select a new field name and/or double-click the Sort Order column. Primavera . The module reverses the leveling process.Project Management . beginning at the project’s late finish and working towards the beginning of the project. then click Remove. and Leveling 335 When preserving early and late dates. the module also performs backward leveling. click Add to add a blank leveling priority to the list of leveling priorities. shows early dates before leveling Shows leveled dates Shows leveled dates If you clear the Preserve Scheduled Early and Late Dates checkbox. When the schedule is leveled forward and backward (by clearing the checkbox to preserve scheduled early and late dates). double-click the Field Name column. Prioritize activities during leveling To handle scheduling conflicts that may occur during leveling. To change the information specified for a priority. To remove a priority. then select the order in which the item specified in the priority will be leveled.

Levels activities with later. Primavera . early start dates first early start dates first Levels activities with earlier. late finish dates first late finish dates first * Indicates that the priority is available only if you mark the Level Resources Only Within Activity Total Float checkbox in the Level Resources dialog box. early finish dates first early finish dates first Levels activities with earlier.Project Management . Levels activities with later. late start dates first late start dates first Levels activities with earlier. Priority Ascending (Lower) Descending (Higher) Levels lower priority activities first Levels lower priority projects first Activity Leveling Levels higher priority Priority activities first Project Leveling Priority Planned Start Planned Finish Levels higher priority projects first Levels activities with earlier Levels activities with later planned start dates first planned start dates first Levels activities with earlier Levels activities with later planned finish dates first planned finish dates first Planned Duration Levels activities with shorter Levels activities with longer planned durations first planned durations first Remaining Duration Total Float * Levels activities with shorter Levels activities with longer remaining durations first remaining durations first Levels activities with less total float or more critical activities first Levels activities with more total float or less critical activities first Early Start Early Finish Late Start Late Finish Levels activities with earlier. Levels activities with later. Levels activities with later.336 Part 4: Updating the Schedule Leveling priority definitions The following table defines several of the priority and order options you can specify for leveling resources.

so that the correct values display for activity costs in all open projects. The Recalculate Assignment Costs command ensures that project costs reflect any updated price per time values on activities. The recalculate utility ignores any assignment with a Rate Type set to Custom.Project Management . choose Tools. you will be prompted to recalculate costs. or if a resource/role has multiple prices and the activity dates change. You can also run this command from the Tools menu. Recalculate Assignment Costs is disabled if you do not have the View Resource and Role Costs global privilege. Mark this to synchronize overtime factors. For example. Primavera . Click Recalculate. The customized. Recalculate Assignment Costs. you are prompted to recalculate costs. Choosing this command recalculates activity costs in all open projects. if you have access rights to View Resource and Role Costs. manually entered price is not overwritten when you synchronize prices. In some cases. and Leveling 337 Recalculating Resource and Role Assignment Costs When changes are made to resource or role cost information.Updating. Scheduling. because the activity cost calculation is based upon the activity start date. Recalculate assignment costs To update assignment costs for activities in an open project. you should recalculate costs if you change a resource’s price/time and the resource is assigned to activities.

In the Resources window. then click the Details tab. Details. choose View.00). The total cost for the resource is $400.00 + $240.00/hour).00 ($160.338 Part 4: Updating the Schedule In the Resources window.Project Management . The price/unit for the resource for the first two days is $10/hour. The cost for the last 8 hours of the resource assignment is $240 (8 hours x $30. Details tab. a three-day activity has a resource that works 8 hours a day.00/hour). you must mark the setting to Calculate Costs from Units to recalculate assignment costs. The cost of the resource assignment is based on the rate type assigned to the resource assignment. The cost of the first 16 hours of the resource assignment is $160 (16 hours x $10. costs are calculated using the price of the first shift for the resource. Enter a price/unit for each rate type (defined in Admin Preferences. Primavera . see the Help. For more information on using multiple resource rates and rate types. Rate Types tab) in the Units & Prices tab in the Resources window. and the price/unit for the third day is $30/hour. For example. Calculate cost when using multiple resource rates The total cost for a resource assignment considers any changes in the price/unit over the course of the activity. Select the rate type you want this assignment to use in the Resources tab in Activity Details. If you have resources with shifts that use timesheets.

Display the Resource Usage Spreadsheet Choose Project. and Leveling 339 Managing Resource Assignments Use the Resource Assignments window to add and view all resource assignments. then choose Resource Usage Spreadsheet. and planning information. price/unit. grouped by resource. This following image is from the Resource Assignments view: When grouped by Resource. click the Options display bar. Use the details tabs to view or assign resource assignment properties such as cost account. you can display resource cost and quantity information and manually update future period assignment data. In the Resource Usage spreadsheet. Primavera . or choose Customize. Resource Assignments.Project Management . or from the Activities view. Scheduling. rate type. click to assign an activity to the resource. for the currently opened project. Group and sort resource assignments Click the Display Options bar and choose Group and Sort. select Show on Bottom.Updating. Choose one of the predefined group and sort options.

For example. you can manually update the assignment’s Budgeted Units and/or Remaining (Early) Units to reflect the new plan. and the future work planned to be performed on an activity cannot be accurately captured by using linearly spread units.340 Part 4: Updating the Schedule You can manually plan future period resource allocation for an assignment before or after progress has started on the assignment.Project Management . refer to “Manually Planning Future Period Assignments” on page 235. you can manually update values for an assignment’s Budgeted Units and Remaining (Early) Units. Manually update assignment data In the Resource Usage Spreadsheet (in both the Activities and Resource Assignments windows). then refer to the Help for detailed guidelines to consider. For detailed instructions on manually planning/updating future period assignment buckets. if work on an activity is not proceeding according to plan. Primavera .

as well as in P6 Web Access. . This chapter explains how to summarize data “on-the-fly” or at a regularly scheduled interval you specify. and/or custom user field information from an enterprise project structure (EPS) node or a project’s work breakdown structure (WBS). cost. You can then view summary data such as original budget and other cost values at various levels of the EPS in the Project Management module.341 Summarizing Projects In this chapter: Setting Summarization Options Summarizing Project Data You can summarize and save resource quantity.

Primavera .Project Management . Select the project you want to summarize. On the Options tab of Admin Preferences. Projects. In the Summarize to WBS Level field. financial period timescale intervals are not available in P6 Web Access. financial period intervals. Refer to the Administrator’s Guide for more information.342 Part 4: Updating the Schedule Setting Summarization Options Before you can summarize information. These settings determine how summarized assignment data is displayed in charts and spreadsheets in P6 Web Access. your administrator can choose to summarize resource and role assignment data by calendar intervals. Mark the Contains Summarized Data Only checkbox if you plan to link to project data in other applications. or both. if assignment data is not summarized by financial period. This number indicates the level to which others will be able to display within P6 Web Access. specify the maximum WBS level to which the project can be summarized. The Last Summarized On field displays the date when data were last summarized for the project. you may want to analyze only specific projects in the enterprise project structure (EPS) or concentrate on information that resides at a particular WBS level or below. you need to specify which projects should be summarized and the work breakdown structure (WBS) level to which data should be summarized. Click the Settings tab in Project Details. Administrators can further define summarization options by editing registry settings and administrative preferences. For example. For more information on these options. refer to the Primavera Administrator’s Guide. For example. Set summarization options Choose Enterprise.

Projects. Select Summarize in the Service Type field. or summary-only projects (those projects for which the Contains Summarized Data Only checkbox is marked in the Project Details Settings tab). You can view and report on summarized data in the Project Management module and in P6 Web Access. if more than one service is listed.Project Management . Summarize. Type a brief description of the service in the Job Name field. or you can use the Job Services option to schedule a time when data are regularly summarized. Select the projects you want to summarize in the EPS. Choose Tools. In the Run Job area on the Job Details tab. If you choose to summarize all projects. data are also summarized for each EPS node after the project summaries are saved to the database. then right-click and choose Summarize Project.Summarizing Projects 343 Summarizing Project Data You can summarize data at any time. or monthly on a day and time you specify. then click Add. Click Yes. schedule when the service should be run: every day at a specific time. You can suspend a service at any time by selecting Disabled in the Status field. Job Services. Summarize project data manually Choose Enterprise. select Enabled to activate the summary service. Specify a number in the Job # field to indicate the sequence in which the service should be performed. Primavera . using the Tools. In each case. For example. or weekly.m. all projects in the EPS (includes both open and closed projects but excludes summary only projects). set the module to summarize every Monday at 8:00 a. overwriting any previously calculated summary data. then select to summarize the open projects in the current view. every two weeks. In the Status field. Summarize command. project data are summarized according to the settings you specify and the new summary values are saved to the project database. You can also summarize a single project or a specific group of projects. Summarize project data as a non-distributed job service Choose Tools.

you can summarize an EPS with four EPS nodes (projects) in two.344 Part 4: Updating the Schedule In this example. three. projects are scheduled and then summarized at the end of each two-week period.Project Management . The Job Service does not interact with the module client when running jobs. refer to the Administrator’s Guide. All jobs are run on the server(s) on which the Job Service is installed. For example. Mark to log information about the service to a file you specify. Primavera . Summarize project data as a distributed job service Primavera distributed job services (PDJS) enable large summarization jobs to be separated into smaller jobs by running the services concurrently on multiple servers. For more information on the Primavera Distributed Job Service. You must have the appropriate access rights to set up job services. or four separate summarization jobs. Mark to summarize projects immediately after they are scheduled.

The first figure shows that Job #1 is summarizing 2 EPS nodes (Custom and Specs).Summarizing Projects 345 Refer to the following two figures. Primavera . These EPS nodes are all part of the same EPS. Custom and Specs. The second figure shows that Job #2 is summarizing two different EPS nodes (Assembly and Facilities). Job 1 is summarizing the data in two EPS nodes of a single project.Project Management .

Before running the PDJS. The PDJS will run Job #1 and Job #2 concurrently on different PDJS servers. the PDJS will run the jobs in sequence (not concurrently). When Job #2 is complete. Primavera . When running concurrent jobs. If you mix different job types with Summary jobs. consult your administrator to confirm that the PDJS has been installed and configured on your network. the PDJS will summarize the enterprise-level data as a separate job. As a result. do not mix Summary jobs with non-Summary jobs. the enterprise-level data will not be summarized.Project Management .346 Part 4: Updating the Schedule Job 2 is also summarizing the data in two EPS nodes of a single project. Assembly and Facilities.

then click Add. You can suspend a service at any time by selecting Disabled in the Status field. schedule when the service should be run: every day at a specific time. In the Status field. assign the EPS nodes you want to include in the job (as shown in the previous figures).Summarizing Projects 347 To set up a PDJS summarization job. Primavera .Project Management . or weekly. For Job 1. select Enabled to activate the summary service. Job Services. select the option to run the job Immediately after previous job# (as shown in the following figure). Type a brief description of the service in the Job Name field. in the Run Job area on the Job Details tab. every two weeks. For each subsequent job. in the Job Options tab. or monthly on a day and time you specify. Specify a number in the Job # field to indicate the sequence in which the service should be performed. choose Tools. For each job. in the Run Job area on the Job Details tab. Select Summarize in the Service Type field.

348 Part 4: Updating the Schedule Ideally.Project Management . There is no restriction on the maximum number of concurrent jobs allowed to run. Primavera . however there may be performance issues if the number of concurrent jobs exceeds the number of machines. the number of concurrent jobs running at any one time should not exceed the number of machines configured to run the PDJS (Controller and PDJS servers).

baselines. this is referred to as the “internal” early start date of the remaining duration. items representing start dates show the earliest start date. User-defined fields User-defined fields are summarized according to type. such as planned cost and planned quantity. (The module keeps track of the early start date for each activity. even when you assign an actual start date. and special cases for activity. float. and items for finish dates show the latest finish dates. progress. Costs and quantities Cost and quantity data items. and cost data.) If the summary activity is 100 percent complete. Primavera . A numeric user-defined field is totaled for the summarized activities. resource. For example. variances. A text-based user-defined field displays a blank unless values for all activities are the same. are totaled by adding the values for each activity in the summary. planned duration is calculated from the actual start date to the latest early finish date. Summary information is calculated and displayed for costs and quantities. dates. the remaining duration is zero. Durations Planned and remaining duration values are summarized. planned duration is calculated as the difference between the actual start date and the actual finish date. durations. The following paragraphs explain how the module summarizes specific data. custom user fields.Summarizing Projects 349 How Data Is Summarized You can summarize data for all projects in the EPS.Project Management . Dates If you display early dates. For activities with no progress. If the summary activity has an actual start date. the planned and remaining durations are the number of workperiods between the earliest early start and the latest early finish dates. the remaining duration is calculated from the “internal” early start date to the latest early finish date. The same rules apply for late dates and baseline early and late dates. the earliest early (or actual) start date and the latest early (or actual) finish date are shown.

To set this option.Project Management . Progress The simplest measure of percent complete uses duration to compare the amount of time remaining to complete the activities to their planned duration. Primavera . select how you want to calculate total float in the Compute Total Float As field. and variances You classify each baseline. finish dates. the following ratio is used for each group: [(Summary Current Planned Duration – Summary Remaining Duration) / Summary Current Planned Duration] x 100 Baseline data. choose Tools. comparison data. choose how you want to calculate multiple float paths. or most critical dates. On the Advanced tab. Options. In this case. comparison.350 Part 4: Updating the Schedule Float You can base total float of the summarized data on the start dates. Schedule. or variance data item as either a date or a duration data item. See the “Dates” and “Durations” sections on the previous page. On the General tab.

of your project plan. You can manually create issues and you can generate issues automatically by defining project thresholds. or area. such as –2 days. This chapter describes how to add issues and thresholds and use them to help you manage your projects. the module monitors and generates the threshold’s issues for you.351 Project Issues and Thresholds In this chapter: Adding Issues Assigning Tracking Layouts to Issues Using the Issue Navigator Adding Thresholds Threshold Parameter Definitions Monitoring Thresholds Assigning Tracking Layouts to Thresholds Issues are known problems within a project plan that require attention or corrective action. . Create a threshold by selecting a parameter. activities. You can associate these issues with work breakdown structure (WBS) elements. setting a lower threshold value for the threshold. such as start date variance. After you define a threshold. or resources. and applying the threshold to a specific WBS element.

Monitor is displayed. Your user name is automatically entered in the Identified By field.352 Part 4: Updating the Schedule Adding Issues Issues identify problems within a schedule that must be addressed before the project can be completed. Issues can be added manually to projects. to any member of the project’s staff. (See “Adding Thresholds” on page 358. click the Display Options bar. You can type another user name of the individual who identified the issue. The system date is automatically entered in the Date Identified field. Primavera . If Issue Details are not displayed. Click the Browse button if you need to select a different date. Use the Issue Navigator feature to quickly view all the information associated with an issue. then choose Issue Details (the box next to the command should be marked). Select the manager responsible for addressing the issue. Add an issue Choose Project.Project Management . Responsible managers are defined in the organizational breakdown structure (OBS). tracking layout. You can also e-mail the issue’s details. Issues. or you can use thresholds to generate them automatically. Type the issue’s name. and responsible manager to it. then click the General tab. If the issue was generated by running the threshold monitor. Click the Browse button in the Tracking Layout field to select the layout that best displays the issue. along with your comments. Click Add. you can assign a priority level.) Once you create an issue.

such as project. then type your notes. You can only modify fields in the Details tab for issues you have added. Define an issue’s details and add notes Choose Project. EPS. then choose Group and Sort By. Primavera . You can also associate the issue with a resource or activity. Change these fields as required. or WBS. copying and pasting information from other document files (while retaining formatting). the priority is set to Normal. the parameter name is listed in the Threshold Parameter field in the Details tab. To enter additional information about the issue. click the Browse button in the Applies to WBS field and select the element. then type the issue’s actual (numeric) value in the Actual Value field. To associate the issue with a WBS element other than the root WBS element. If the threshold monitor generated the selected issue. and adding hyperlinks. You can use HTML editing features. these fields are Read-Only if the issues are generated by a monitoring threshold. Use the Date Identified and Resolution Date fields to track how long an issue is open and how long it took to resolve closed issues.Project Issues and Thresholds 353 You can group and sort issues by various detail items. click the Notes tab.Project Management . Click the Details tab. inserting pictures. The issue status is automatically set to Open. Click the Display Options bar. Issues. which include formatting text.

Choose Select Recipient from a Dialog to select a recipient from a list of resources or users. To remove a recipient from the recipient list. To specify the individuals to whom you want to send e-mail. then choose how you want to select recipients. select the recipient. Click to add recipients to the e-mail. Click the Assign button. select the issue about which you want to send e-mail. Issue Navigator).354 Part 4: Updating the Schedule To change the list of recipients. then type the recipient’s information. Primavera . and choose Resources or Users. then click Remove. Send e-mail about an issue In the Project Issues window or the Issue Navigator dialog box (choose Tools. Type a subject for the e-mail. Click Send All. click Add. then select a recipient from the Assign Recipients dialog box. choose Manually Add a New Recipient.Project Management . then type any additional comments about the issue in the Contents area. To type a recipient’s e-mail address directly. click OK. click the Display Options bar on the Assign Recipients dialog box. then click Notify. click OK.

Type any additional comments about the issue. Select an issue. then click Issue History.Project Management .Project Issues and Thresholds 355 View and add to an issue’s history Choose Project. Issues. then click Add. Primavera .

then click the Select button.356 Part 4: Updating the Schedule Assigning Tracking Layouts to Issues Assign a tracking layout to an issue to graphically display the information surrounding the issue. If Issue Details are not displayed. then choose Issue Details (the box next to the command should be marked). click the Display Options bar. This tracking layout shows total costs over time. Primavera . Issue Navigator) to open this layout in the Tracking window. Assign a tracking layout to an issue Choose Project. then use the Issue Navigator (choose Tools. Select the issue to which you want to assign a tracking layout. Click the General tab.Project Management . Issues. Select the tracking layout you want to assign. then click the Browse button in the Tracking Layout field.

Choose Edit. or resource assignment. Select the issue whose details you want to view. Primavera . You can automatically display the Issue Navigator each time you open the module.Project Issues and Thresholds 357 Using the Issue Navigator The Issue Navigator helps to provide you with the information you need regarding a particular issue so you can quickly resolve it. For example. You can also send an e-mail to notify other users about the issue. The associated tracking layout. then click the Application tab. Mark the Show the Issue Navigator Dialog at Startup checkbox. activity. click the appropriate button to display the information you want to view about the issue. WBS.Project Management . WBS. or in the Project Thresholds window (if generated automatically). it means the issue is not associated with that topic. Use the Issue Navigator Choose Tools. activity. Select an issue that you added or was generated automatically and choose to jump to its associated tracking layout. User Preferences. or more details. Issue Navigator. and/or resource for an issue are specified in the Project Issues window (if manually entered). If a button is unavailable. click Tracking to immediately display the Tracking window already open to the issue’s associated tracking layout.

For example. Thresholds. Click Add. If you monitor a project at the WBS activity level. but the start date variance at the WBS level is 0. You can assign thresholds to WBS elements at the activity or WBS level. Select the WBS element you want the threshold to monitor. For example. If you select activity. For more information about each parameter. If you monitor a project at the WBS level. an issue is generated for any WBS element/ activity that falls outside the specified range. Primavera . the module generates an issue.358 Part 4: Updating the Schedule Adding Thresholds Project thresholds consist of parameters assigned to WBS elements. Click the Browse button in the Tracking Layout field to select the layout that best displays the threshold problem area. If you enter a lower and upper threshold limit. the module reviews and reports the WBS summary level data rather than at the activity level. the module reviews and reports issues for each activity that violates the threshold. Add a threshold Choose Project. The module automatically enters the type of value that corresponds to the selected threshold. Responsible managers are defined in the OBS. the threshold will review activities in the specified WBS and in lowerlevel elements of that WBS. an issue is not generated even though you may be monitoring for a lower threshold of –1. if an activity within a particular WBS level has a start date variance of –1. then click the General tab. When the actual cost of the specified WBS element reaches 100 percent of the planned cost. they are used to monitor projects and generate issues. see “Threshold Parameter Definitions” on page 361. For example. you may set a threshold with the Cost % of Planned parameter and an upper threshold value of 100 percent. You are notified when any WBS element/activity has a total float less than or equal to –2 days and greater than or equal to 10 days. enter –2 days as the lower limit and 10 days as the upper limit for a total float threshold. then select whether to monitor it at the WBS or activity level.Project Management . The manager responsible for addressing the issues generated by the threshold is automatically assigned when you select a WBS element. Select a threshold parameter.

If you do not want to use it to monitor the project. A list of any issues generated are displayed in the Details tab. then click Monitor. The module checks only those WBS elements or activities whose start dates are after the From Date and whose finish dates are before the To Date. Thresholds. select Disabled. you need to monitor it to generate any applicable issues. Select the threshold whose details you want to define. select the threshold you want to monitor. choose Tools. You can also change the threshold’s issue priority. Monitor the threshold Once you define a threshold parameter. Click the Browse button in the From Date and To Date fields and select the dates for which the threshold should monitor WBS elements or activities.Project Management . Specify the timespan to monitor Choose Project.Project Issues and Thresholds 359 The threshold status is automatically set to Enabled. To monitor all defined thresholds. In the Project Thresholds window. Primavera . Monitor Thresholds. then click the Details tab.

Click to jump to the Issues window for the selected issue. then click the Details tab. click the Display Options bar. then choose Filter By or Group and Sort By and the option that describes how you want to view thresholds. then click Go To. Select the threshold whose issues you want to review.360 Part 4: Updating the Schedule View threshold issues You can quickly view the issues generated by a particular threshold.Project Management . Primavera . Group. View a list of issues for the selected threshold. and filter thresholds From the Project Thresholds window. sort. Select the issue whose details you want to view.

A positive value indicates that actuals costs have not reached the scheduled costs. The Cost Performance Index is computed as CPI = Earned Value Cost / Actual Cost.Project Issues and Thresholds 361 Threshold Parameter Definitions A threshold consists of a parameter. If the lower threshold value is zero. The Cost % of Planned may be greater than 100 percent. An issue is generated if the Accounting Variance (the difference between the activity’s planned cost according to the schedule and the actual cost of performing the activity) falls beyond the threshold values. The module generates an issue automatically when a threshold parameter is below or equal to the lower threshold or equal to or above the upper threshold value. The Cost % of Planned will reach 100 percent when the actual cost reaches the planned cost. and a lower and/or upper threshold value. A value less than one indicates that actual costs have exceeded the value of work performed. The following paragraphs define the available threshold parameters. Accounting Variance is computed as AV = Planned Value Cost – Actual Cost. Primavera . An issue is generated if the CPI falls beyond the threshold values. an issue is generated as soon as actual costs are greater than scheduled costs. or type. CPI – Cost Performance Index A Cost Performance Index (CPI) threshold value is expressed as a ratio. An issue is generated if the ratio of the activity’s actual cost to its planned cost (actual cost / planned cost * 100) falls beyond the threshold values. Actual cost is the same as Actual Cost. and planned cost is the same as Budget at Completion (BAC). A negative value indicates that actual costs have exceeded the scheduled costs. Cost % of Planned Cost % of Planned threshold values are expressed as a percentage.Project Management . Accounting Variance (AV) An Accounting Variance (AV) threshold value is expressed as a monetary value.

If the lower threshold value is zero. Cost Variance (CV) A Cost Variance (CV) threshold value is expressed as a monetary value. If the lower threshold value is zero. Finish Date Variance A Finish Date Variance threshold value is a specified number of days. An issue is generated if the ratio of the activity’s actual duration to its planned duration (actual duration / planned duration * 100) falls beyond the threshold values. A value less than zero indicates that actual costs have exceeded the value of work performed. An issue is generated if the difference between the activity’s planned and current finish date (calculated as Planned Finish Date – Finish Date) falls beyond the threshold values. an issue is generated whenever the actual costs exceed the value of the work performed. An issue is generated if the CVI (the ratio of the cost variance to the earned value of work performed) falls beyond the threshold values. A negative value indicates that actual costs have exceeded the value of work performed. A larger negative value for the threshold indicates that a certain amount of cost overrun may be tolerated before an issue is generated. an issue is generated as soon as actual cost of the work is greater than the value of the work. The Cost Variance Index is computed as CVI = Cost Variance (CV) / Earned Value Cost. An issue is generated if the CV (the difference between the activity’s earned value and the actual cost of performing the activity) falls beyond the threshold values. which may be considered a cost overrun. Duration % of Planned A Duration % of planned threshold value is expressed as a percentage.Project Management . an issue is generated whenever the actual costs exceed the value of the work performed. The ratio of actual duration to planned duration may be greater than 100. Primavera .362 Part 4: Updating the Schedule If the lower threshold value is one. Cost Variance is computed as CV = Earned Value Cost – Actual Cost. Cost Variance Index (CVI) A Cost Variance Index (CVI) threshold value is expressed as a ratio.

If an activity’s status is Not Started. then the Finish date will be the Planned Finish date. An issue is generated if the difference between the activity’s planned and current start dates (calculated as Planned Start Date – Start Date) falls beyond the threshold values. An issue is generated if the Schedule Performance Index (the ratio of the earned value of work performed to the planned cost of work that was scheduled) falls beyond the threshold values. Start Date Variance A Start Date Variance threshold value is a specified number of days. an issue is generated whenever the value of the work performed falls below the expected cost of performing that work. Schedule Variance (SV) A Schedule Variance (SV) threshold value is expressed as a monetary value. not at the WBS level. then the Start date will be the Planned Start date. An issue is generated if an activity’s free float (the amount of time the activity can be delayed without delaying the Early Start of any successor activity) falls beyond the threshold values. An issue is generated if the Schedule Variance (the difference between the activity’s earned value and the planned value) falls beyond the threshold values. Schedule Performance Index (SPI) A Schedule Performance Index (SPI) threshold value is expressed as a ratio.Project Management . then Finish date is the actual finish date.Project Issues and Thresholds 363 If an activity’s status is Not Started or Active. If an activity’s status is Started or Completed. A negative value for Finish Date Variance indicates that the current finish date is later than the planned finish date. Free Float threshold monitoring can only be applied at the activity level. according to the schedule. Primavera . If an activity’s status is Completed. Free Float A Free Float threshold value is a specified number of days. and the start date variance is always zero. then Start date is the actual start date. If the threshold value is one. The Schedule Performance Index is computed as SPI = Earned Value Cost / Planned Value Cost. and the finish date variance is always zero. A value less than one indicates that less work was actually performed than was scheduled.

an issue is generated whenever the value of the work performed falls below the expected cost of performing that work.Project Management . Primavera . If the threshold value is zero. an issue is generated as soon as the latest estimate for total cost exceeds the planned total cost. The activity may be considered behind schedule. Total Float A Total Float threshold value is a specified number of days. If the threshold value is zero. according to the schedule. A negative value indicates an estimated total cost overrun. The Schedule Variance Index is computed as SVI = Schedule Variance (SV) / Planned Value Cost. Schedule Variance Index (SVI) A Schedule Variance Index (SVI) threshold value is expressed as a ratio. A negative value indicates that less work was actually performed than was scheduled. An issue is generated if the Variance At Completion (the planned total cost – latest total cost estimate) falls beyond the threshold values. An issue is generated if the Schedule Variance Index (the ratio of the schedule variance to the planned value) falls beyond the threshold values. Variance at Completion (VAC) A Variance at Completion (VAC) threshold value is expressed as a monetary value.364 Part 4: Updating the Schedule Schedule Variance is computed as SV = Earned Value Cost – Planned Value Cost. according to the schedule. an issue is generated as soon as the earned value of the work performed falls below the amount of work that was supposed to be performed. A value less than zero indicates that the value of the work performed is less than what was scheduled. If the threshold value is zero. An issue is generated if an activity’s total float (the amount of time the activity can be delayed without delaying the project finish date) falls beyond the threshold values. Variance At Completion may also be expressed as VAC = Budget at Completion (BAC) – Estimate At Completion (EAC). A larger negative value for a Variance At Completion threshold indicates that a certain amount of estimated total cost overrun may be tolerated before an issue is generated. A larger negative value for a Schedule Variance threshold indicates that an activity may be behind schedule by that amount before an issue is generated.

Monitor a specific threshold Choose Project. Click Monitor. or you can run only individual thresholds as needed. To change a threshold’s status. then click the Browse buttons in the From Date and To Date fields to select a new set of dates.Project Issues and Thresholds 365 Monitoring Thresholds You can run all the thresholds assigned to a project at one time. Select the threshold you want to monitor. choose Use New Threshold Monitor Window. You cannot monitor a threshold whose status is Disabled. Primavera . double-click the status you want to change in the Project Thresholds window. To use the timeperiod specified for each threshold. choose Tools. Monitor all thresholds at once When the project is open. choose Use Original Threshold Monitor Windows. Monitor Thresholds.Project Management . To specify a new timeperiod that will apply to all thresholds. Thresholds. Click Monitor.

Any issues that are generated display using this tracking layout. Thresholds. Click the General tab. then click the Select button. Issue Navigator) to open this layout in the Tracking window. Select the threshold to which you want to assign a tracking layout. Primavera . then click the Browse button in the Tracking Layout field.Project Management . Select the tracking layout to associate with the threshold when an issue is generated. then use the Issue Navigator (choose Tools. Assign a tracking layout to a threshold Choose Project. Select the tracking layout you want to assign.366 Part 4: Updating the Schedule Assigning Tracking Layouts to Thresholds Assign a tracking layout to a threshold to graphically display the information surrounding the threshold and the issues it generates.

This chapter describes how to add risks and risk types. You can also create risk control plans and assign a probability of occurrence and an organizational breakdown structure (OBS) element to each risk. . categorize. and prioritize potential risks associated with specific work breakdown structure (WBS) elements and resources.367 Managing Risks In this chapter: Adding Risks Calculating Exposure Values Calculating a Risk’s Impact Creating and Deleting Risk Types Customizing Risk Layouts The integrated risk management feature enables you to identify. and customize how you view risks. A risk’s assigned OBS element is the person or project manager responsible for managing the risk. calculate a risk’s impact.

Click Add. click the Browse button and select a new date. Risks.Project Management . To specify a risk identification date other than the current date. priority level. You can also specify which WBS element and resources the risk will affect and the OBS element responsible for controlling the risk. and date it was identified.368 Part 4: Updating the Schedule Adding Risks Identify a risk by entering its name. then click the General tab. Primavera . status. Select the manager responsible for controlling the risk. risk type. and specify the priority level to assign to the risk. Click the Display Options bar. then click Risk Details (the checkmark next to the command should be marked). the module considers all resources in the selected WBS. If you do not specify a resource. then select the WBS element and the resource that the risk will affect. Add a risk Choose Project. Select the type of risk you are creating. Responsible managers are defined in the organizational breakdown structure (OBS). Type the risk’s name.

Primavera . inserting pictures. then type a description of the risk. You can use HTML editing features in both tabs. these features include formatting text.Managing Risks 369 Add a risk description and control plan Click the Description tab.Project Management . click the Control tab. and adding hyperlinks. copying and pasting information from other document files (while retaining formatting). To enter a description of the risk’s control plan. then type the description in the Risk Control Plan field.

The current project data are not changed. Select the risk whose exposure values you want to calculate. if the risk occurs. then click the Impact tab. time units and the current remaining expenses. This number is calculated using the The Current fields contain the remaining number of labor and nonlabor. date of potential impact. Risks. or material. In the Impact area. and resource unit and expense estimates to calculate a risk’s net exposure values. These exposure values are then used to determine the risk’s impact on the project’s cost. Primavera . The module considers only those activities for the selected WBS/resource that are scheduled to start on or after the impact date. The module calculates and displays the risk’s exposure values as Exposure = Impact x Probability. float. Click the Display Options bar.370 Part 4: Updating the Schedule Calculating Exposure Values The module uses a risk’s probability of occurrence. then click Risk Details (the checkmark next to the command should be marked). specify the “as-of” impact date. or material. Type or select a percent estimate of the probability that the risk will occur. Type the estimated number of labor and nonlabor. time units and the estimated total cost of expenses the risk will incur. and finish date. for the WBS and resource assigned to the currently selected risk.Project Management . Calculate a risk’s exposure values Choose Project.

then choose Project. This is not the total number of activities contained in the WBS element. The module applies any resource units. Primavera . The number of activities the risk will affect. or milestone activities. This does not include completed. Click Calc Impact in the command bar. When applying exposure values. and duration. Calculate a risk’s impact Schedule the project whose risk impact you want to calculate. the module uses any WBS elements and activities the WBS contains. Use this dialog box to view the selected risk’s effect on the project’s schedule cost and duration. locked. then schedules the project using the current scheduling options.Managing Risks 371 Calculating a Risk’s Impact The module uses the top-down estimation method to apply a risk’s exposure values and calculate impact on a project’s schedule.Project Management . along with resource assignments and information (such as price and availability). You must first determine a risk’s exposure values on the Impact tab before calculating a risk’s impact. The module applies these values to activities that finish on or after the risk’s impact date. Select the risk whose impact you want to calculate. cost. Risks. then schedules the project according to your current scheduling preferences.

Click the Risk Types tab. Admin Categories. Delete a risk type Choose Admin. that you can assign to risks in any project. To move a risk type up or down in the list. then select a risk.Project Management . Click Yes to delete it. select it. Add a new risk type Choose Admin.372 Part 4: Updating the Schedule Creating and Deleting Risk Types You can create risk types. Type the name of the new risk type. Primavera . You can use risk types to classify and standardize risks for all projects. then click Add. Click the Risk Types tab. then click Shift Up or Shift Down. or categories of possible risks. Click Delete. Admin Categories.

click the Display Options bar and choose Columns. group. Modify the columns shown in the risk layout by clicking the right/left arrow buttons to move data items between the Available Options and Selected Options columns. Filter. Click Apply to see your changes without closing the dialog box. Click to change the column title of a selected item. Items listed in the Selected Options column will appear in the current layout when you click OK.Project Management . In the Project Risks window. Customize risk layout columns In the Project Risks window. Double-arrow buttons add/remove all available columns in the current layout. and sort risk layouts You can select the risks you want to view and specify how you want to display them. Primavera .Managing Risks 373 Customizing Risk Layouts Use the Columns dialog box to specify which columns you want to display in the current risk spreadsheet layout. Customize. single-arrow buttons add/remove selected items in the current layout. click the Display Options bar. and you can restrict which risks you view. Choose Filter By or Group and Sort By and the option that best describes how you want to view risks.

Primavera .374 Part 4: Updating the Schedule This risk layout is grouped by WBS element and filtered by open risks for quick analysis.Project Management .

. worksheets. This includes guidelines. and all types of project deliverables. standards. procedures. design templates.375 Maintaining a Project’s Document Library In this chapter: Viewing a Document Library and Adding/Deleting Work Products and Documents Specifying Document Location References Assigning Work Products and Documents Use the Work Products and Documents feature to catalog and track all projectrelated documents and deliverables. plans. This chapter describes how to maintain your project’s library of work products and documents.

and author. configuration management system.Project Management . depending on your project requirements. such as revision date. or documents that will be delivered to the end user or customer at the end of the project. or Web site. Work Products and Documents. location. (An outline symbol in the Title column label indicates a hierarchy display. You can assign work products and documents from WBS Details (and assign them to specific WBS elements to track work) or from Work Products and Documents Details. Use the Work Products and Documents feature to maintain general information about project documents.) Add a work product or document Open the project to which you want to add a work product or document. You can also identify project deliverables. A document can also be a work product or activity output. Store the document files on a network file server. Click the Title column label to display the documents hierarchy. Type a name for the document.) Select the document immediately above and at the same level as the document you want to add. Click the General tab in Work Products and Document Details. View a project’s document library Choose Project. by providing standards and guidelines for performing an activity's work. then click Add. such as testing plans and blueprints. Work Products and Documents. Click the Display Options bar and choose WP & Doc Details.376 Part 4: Updating the Schedule Viewing a Document Library and Adding/Deleting Work Products and Documents A document can be a reference document for an activity. Choose Project. Primavera . then add general information about the document. You can also indicate whether the documents are public or private. (The checkbox next to the command should be marked. or it can be formally identified as a project standard.

Primavera . You can use the HTML editing features. Enter a document description Click the Description tab and type a description for the document. use categories to organize different types of documents. Deleting a document deletes only the document’s link. Delete document records Choose Project.Maintaining a Project’s Document Library 377 Enter the selected document’s reference or catalog number. physical file. copying and pasting information from other document files (while retaining formatting). Track the document’s version by entering the corresponding number and last update date. which include formatting text. Select the document or group of documents you want to delete. Click Yes when prompted.Project Management . then click Delete. and adding hyperlinks. inserting pictures. Set up a document status by choosing Admin. Mark to indicate the document is a project deliverable. Work Products and Documents. Admin Categories. not the document’s actual. Admin Categories. Set up document categories by choosing Admin.

including Timesheets users. Select the document you want to open. To view a document’s private file. Public location references can be viewed by all project participants. or click the Browse button to select the location. type the file location in this field. click Launch next to the Private Location field. Click the Files tab. select the document record for which you want to enter a location reference. To view a document’s public file. type the file location in this field.Project Management . If you want to define the document as public.378 Part 4: Updating the Schedule Specifying Document Location References You can specify two types of document location references. Primavera . All project participants can view this file. private location and public location. Private location references can be viewed only by Project Management module users. or the Internet. Open a work product or document Choose Project. public location references typically refer to files stored in a widely accessible network location. or click the Browse button to select the location. Only Project Management module users can view this file. Click the Display Options bar and choose WP & Doc Details. click Launch next to the Public Location field. Enter document location references In the Work Products and Documents window. an intranet.) Click the Files tab. For this reason. Work Products and Documents. (The checkbox next to the command should be marked. If you want to define the document as private.

Mark this checkbox to indicate that the assigned document is a work product. (The box next to WP & Doc Details should be marked. you can assign the same document to one or more activities as your project’s activity details develop. click the column labels. From the pop-up dialog box. you may assign a document to a WBS element. To assign multiple documents.) Click the Assignments tab. select the activity or WBS element to which you want to assign the selected document. To remove a document assignment from an activity or WBS element. then click each document. hold down the Ctrl key. To change the sort order of any column. Click Assign. Assign documents from the Work Products and Documents window Select the document you want to assign. For instructions on assigning documents from the Activities and Work Breakdown Structure windows. Later. Click the Display Options bar and choose WP & Doc Details. For example.Maintaining a Project’s Document Library 379 Assigning Work Products and Documents You can assign work products and documents to both activities and WBS elements. Primavera . select the item in the Assignments tab. during a project’s early planning stages.Project Management . Click the Assign button. then click Remove. see “Working with Activities” on page 211 and “Reviewing Work Breakdown Structures” on page 139.

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and manipulate summarized or live project data in a variety of formats to perform schedule. . display. cost. Sorting. You will also learn how to customize the format and level of information that each tracking layout displays. and resource analyses.381 Tracking Projects In this chapter: Creating Tracking Layouts Working with Tracking Layouts Customizing Tracking Layouts Grouping. This chapter describes how to create and maintain tracking layouts. and Filtering Data in Tracking Layouts The Tracking feature enables you to access.

You can change this setting to display summarized data by choosing one of the closed projects options in the Resource Analysis tab of the User Preferences dialog box (Edit. These include the Resource Explorer window on the lower left and the Bottom Layout window on the lower right. The upper right pane. or Top Layout window. Depending on the type of layout you open.Project Management . For more information about summarizing data. always displays the current layout and layout options. The upper left pane. Tracking layouts display summarized data when you select closed projects in the Project Explorer window and when you choose to open only global data when you first start the module. the left and right panes may be split horizontally to display additional panes on the lower half of the window. shows the enterprise project structure (EPS) and contains information about the available projects.382 Part 4: Updating the Schedule Creating Tracking Layouts The Tracking window is divided into two or more panes. see “Setting User Preferences” on page 49. or by dragging the split bar. Top Layout window Project Explorer window Hide this column by choosing View. (Summarized data are available when projects have been summarized in the module. User Preferences). tracking layouts display live data. Hide Left Columns. depending on the type of layout displayed.) If you select open projects in the Project Explorer window. Primavera . see “Summarizing Projects” on page 341. For more information about user preferences. or Project Explorer window.

Tracking layout types You can create four types of tracking layouts: ■ Project Tables display project data in a table format.Tracking Projects 383 View project details Right-click a project in the Project Explorer window and choose Project Details to review additional information about the project. and project dates. but may have been summarized to WBS level 2. You can also review general information. when viewed in Summary mode. For example. ■ ■ ■ Primavera . (Top Layout window only) Project Gantt/Profiles display project information in columns and Gantt Chart format (in the Top Layout window) and timedistributed project data in either spreadsheet or profile format (in the Bottom Layout window). The summary tab also displays information about the WBS level to which the project was summarized.Project Management . such as the project’s status and responsible manager. As a result. project codes. This will give you an idea of how current your summary data is. the Summary tab displays the date the summarizer was last run for the selected project. (Top Layout window only) Project Bar Charts display project data in a horizontal Bar Chart format. Tracking window data shows rolled up values to the second WBS level for that project. Resource Analysis layouts display resource/project usage information in columns and Gantt Chart format (in the Top Layout window) and time-distributed total resource allocation data in either spreadsheet or profile format (in the Bottom Layout window). For example. a project may use four WBS levels.

You can also use features such as filtering and grouping to customize the format and level of information you want to include in a tracking layout. Click the Display Options bar in the Top Layout window (on the right side).Project Management . then choose Layout.384 Part 4: Updating the Schedule All tracking layouts enable you to survey projects—first at a comprehensive level.then customize it. You can assign tracking layouts to thresholds and issues to help monitor a project’s problem areas. . work breakdown structure (WBS). organizational breakdown structure (OBS). Tracking. or specific WBS data elements. then at more detailed levels according to EPS. project.... choose to make the layout available to you (Current User) or to everyone (All Users). type the new layout’s name. In the New Layout dialog box. In the Project Explorer window. Primavera . Choose the type of layout you want to create. Tracking layouts can be accessible to all users (global) or to a specific user only. see Tracking Projects in the Help.. Create a tracking layout Choose Enterprise. In the Available To field. choose the project or EPS node for which you want to create a layout. For step-by-step instructions on creating each type of tracking layout. New. phase.

Primavera . Import a layout In the Top Layout window. only the presentation options are saved. then select the user. If you specify Another User. Specify the drive and folder to which you want to export the layout. Select the layout you want to export. ■ Delete a layout In the Top Layout window. then click Export.Project Management . You can publish the layout to a Web site. ■ ■ For information on publishing tracking layouts to a Web site. If you select Another User. then choose Layout. Save a layout In the Top Layout window. You can export the layout to a file and then e-mail the file or its location to other users. This enables you to use the layout with different projects. You can also click the Display Options bar in the Top Layout window. click the Display Options bar. choose the project or EPS node for which you want to open a layout. The layout is saved in . then click Open.PLF format. click the Display Options bar. the Current User. then choose Layout. You can save an existing layout using a different name and then specify that it be available to All Users or Another User. Export a layout In the Top Layout window. type a new name for the layout and indicate whether the layout should be available to All Users. Click Import. Select the layout you want to delete.Tracking Projects 385 Working with Tracking Layouts Open a tracking layout by choosing Enterprise. you can specify that it be available to All Users. then choose Layout. click the Browse button in the User field. Open. In the Project Explorer window. Share a layout You can share a layout with other users in several different ways: ■ When you first create the layout. When you create and save a layout. If you choose Save As. not the data. then click Save. Open. see “Publishing a Project On the Web” on page 519. click the Display Options bar.PLF) you want to import and select it. Select the layout you want to open and click OK. you can then select a specific user. Click Yes. or Another User. Open. then choose Layout. then click Delete. type a name for the layout. click the Display Options bar. Locate the layout (*. Click the Browse button in the Layout Name field in the Top Layout window. Save or Save As. then choose Layout. Tracking. Open.

Customize a Project Table You can customize the columns that display in a Project Table. Customize a Project Gantt/Profile You can customize the columns that appear in the Project Gantt Chart (Top Layout window). To customize columns. click the Display Options bar in the Bottom Layout window and choose Bottom Layout Options. To change the timeperiod for the layout. Bars. Customize a Project Bar Chart You can customize the bar options that appear in a Project Bar Chart. For example. Choose the data you want the bar to represent and its color. and you can select the columns of information displayed in layouts that contain tables and spreadsheets.386 Part 4: Updating the Schedule Customizing Tracking Layouts Depending on the type of tracking layout displayed. Primavera . For step-by-step instructions on customizing each type of tracking layout. Drag to the right to move backward in time and to the right to move forward in time.Project Management . Profile Settings or Timescale. click the Display Options bar in the Top Layout window and choose Columns. move the mouse over a year in the timescale until the mouse pointer changes to a hand. see Tracking Projects in the Help. you can display only the top or bottom window in a layout. and the data/timescale that appears in the profile (Bottom Layout window). To customize profile options. See “Customizing Layouts” on page 445 for more information on customizing columns. See “Customizing Layouts” on page 445 for more information. you can customize various aspects of the Tracking window. Click the Display Options bar in the Top Layout window and choose Columns. Show up to three bars. Click the Display Options bar in the Top Layout window and choose Top Layout Options.

Primavera .Project Management . and the data/ timescale that appears in the profile (Bottom Layout window). See “Customizing Layouts” on page 445 for more information.Tracking Projects 387 Customize a Resource Analysis layout You can customize the columns and bars that appear in the Top Layout window. Profile Settings or Timescale. To customize the Top Layout window. click the Display Options bar in the Top Layout window. Choose Top Layout Options. To customize profile options. click the Display Options bar in the Bottom Layout window and choose Bottom Layout Options. then the item you want to customize.

or customize your own. Sorting. and Filtering Data” on page 435. and filtering data. sorting. or resource. double-click the Group By field and select the field by which you want to group data. Primavera . Group and Sort By. or you can create a customized grouping. or customize the grouping. then choose Top Layout Options. see “Grouping. based on a common attribute such as a hierarchy. Select the data grouping you want to apply to your layout. You can group and sort by other default groupings. click the Display Options bar. Sorting enables you to determine the sequence of data in the layout. For more information on customized grouping.Project Management . Sorting. Group and sort data in tracking layouts In the Top Layout window. code value. then click Apply to preview your selections or OK to save them. If you choose Customize. This Project Bar Chart is grouped by Project.388 Part 4: Updating the Schedule Grouping. You can choose to group data using the standard data groupings provided in the module. and Filtering Data in Tracking Layouts Grouping data allows you to organize information into bands. Click Sort to select a sort order for the grouping.

Project Management . Click to add another row and enter additional filter criteria. Primavera . Click to delete a selected row in the filter. Click to preview changes. Click Add. Double-click the Is cell and select a filter criteria.Tracking Projects 389 Filter data in tracking layouts Use filters to display only the data you’d like to see. Type a value and click OK. click the Parameter field and select a value. A filter contains a formula that restricts your view to only the data you require. Click the Display Options bar in the Project Explorer window and choose Filters. “All of the following” is the same as AND. In the new row. The filter term “Any of the following” is the same as OR.

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this feature creates a project plan comparison report in one of three file formats. Based on the data fields you select for comparison. . to determine what data has been added.391 Comparing Projects with Schedule Comparison In this chapter: Schedule Comparison Overview Comparing Projects/Baselines Comparison Data Schedule Comparison provides the capability to compare two projects. or a project and an associated baseline. or modified from the schedules. deleted.

or between revised projects you have access to and their associated baselines.Project Management . You can select up to five project or project/baseline comparisons to include in a report. choose the format of the report output file. Primavera . and specify whether you want to group activity data by activity. you can specify the project and activity data fields you want to compare. rather than by data type.392 Part 4: Updating the Schedule Schedule Comparison Overview You can use Schedule Comparison to generate a comparison report between revised and original projects you have access to. For each comparison report.

then click OK. If login is required. log in is automatic. a dropdown list displays beneath the password field. Primavera . If Schedule Comparison is configured to use a different database instance. type your login name and password.Project Management . After a successful login. Schedule Comparison. If Schedule Comparison is configured to use the same database instance as the Project Management module.Comparing Projects with Schedule Comparison 393 Comparing Projects/Baselines Schedule Comparison is available from the Tools menu of the Project Management module. so you can select the database you want to use. or configured to use multiple database instances. If more than one database instance is configured. Start Schedule Comparison Choose Tools. you will be prompted to log in. choose the database you want to connect to. the Schedule Comparison main window displays and you can select the projects/baselines and specific data fields you want to compare. If applicable.

Project Management . Choose a format. Click to select the original project or baseline. click inside the corresponding row. name.394 Part 4: Updating the Schedule Select projects/baselines to compare To compare a project to its baseline or to another project. To remove a project or baseline from the list of items to compare. select the revised project. Select output format and report location. Primavera . Select project and activity data fields to compare. in the Schedule Comparison main window. and destination for the comparison report output file and specify Advanced options to select the data fields you want to compare. Click to select the revised project. then press Delete. then select the project or baseline to which you want to compare it.

The Select Project dialog box shows all projects to which you have access. grouped by EPS. To return to the original EPS tree. then click the Browse button that displays. Click + or double-click the node to display additional levels in the hierarchy. not according to the EPS. click in a row. Select the desired project. A + symbol indicates that more nodes or projects are rolled up beneath the selected node. The found projects are displayed in a flat list. Primavera . then click OK. click the Clear button.Comparing Projects with Schedule Comparison 395 Select a revised project To select a revised project.Project Management . Click the Find button to search for a project by name.

Click the Find button to search for a project or baseline by name. The Projects option displays all of the projects you have access to. After locating the desired project or baseline. project baselines are displayed in a flat list. When the Baselines option is selected. The Baselines option displays all baselines associated with the revised project you selected. Primavera . grouped by EPS. not according to the EPS. then click the Browse button that displays. click in a row.Project Management . select it and click OK. Select an original project or baseline To select an original project or baseline.396 Part 4: Updating the Schedule The Find function always searches through all of the projects and not only those currently displayed. See “Select a revised project” on page 395 for details. Choose the option to display projects or baselines. Select whether to display projects or baselines.

■ Available field delimiters • comma (.Project Management . Project items display at the top of the report and not grouped by activity. Project data Activity data All project and activity options are selected by default. unmark the corresponding checkbox. mark the Group report by activity checkbox.Comparing Projects with Schedule Comparison 397 Set advanced options Click the Advanced. instead of by data field type. mark the checkbox next to the item name. choose one of the available formats: ■ ■ ■ HTML (default) CSV ASCII text When the output format is ASCII text.) Primavera . When this option is enabled. select a field delimiter and text qualifier from the drop-down list. the items you select in the Activity data section are grouped by activity in the report. Click OK to save your selected options. To group the comparison report activity data by activity. Set the output format In the Send Report To section.. To exclude an option. button to select the project and activity data fields you want to include in the report..To include an option in the comparison report.

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• •

pipe (|) dot (.)

Available text qualifiers: • • • • none double quotes (") single quote (') dollar sign ($)

Set the output file location To set the filename and location to save the comparison report, use one of the following options:

In the Output File field, type the full path and filename.
Ensure that you enter the proper file extension, based on the output format you selected. If the wrong file extension is specified, the report will not display properly when opened for viewing.

If you specify only a filename and do not specify a location, the report is saved to the module installation directory.

Click the Browse button next to the Output File field. Browse to the desired output destination, type a filename (no file extension is needed), and click Save.

View reports automatically To view reports automatically after they are generated, mark the checkbox next to View the file when done. When this option is selected, reports are automatically opened in the default module that is associated with the report’s output format (e.g., HTML reports are opened by the system’s default browser). Generate the comparison report When you have finished setting all of the report and output options, click Compare to generate the report.
If any of the revised projects listed for comparison do not have an associated original project/baseline selected, an error message is displayed. Ensure that an original project/ baseline is selected for each revised project that is listed.

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If the output file already exists, a warning is displayed. To overwrite the existing file, click Yes. To cancel the comparison and select a different filename, click No. While Schedule Comparison is working, a dialog is displayed that shows the progress of the comparison. To stop the comparison before it is completed, click Cancel. When the comparison is complete, a confirmation dialog listing the location of the report is displayed. Click OK to continue.

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Comparison Data
The following table lists the business objects, and the fields within those business objects, that are compared by Schedule Comparison.
Some fields are for reporting or uniqueness verification only and are not compared. These are identified by an asterisk.

Option General Project Data

Business Object Project

Fields DataDate FinishDate MustFinishByDate OBSName PlannedStartDate StartDate Status

General WBS Data

WBS

AnticipatedFinishDate AnticipatedStartDate OBSName Status

Added/Deleted WBS

WBS

Code Name

Project Budget Data

Project

CurrentBudget CurrentVariance DistributedCurrentBudget TotalBenefitPlan TotalBenefitPlanTally TotalSpendingPlan TotalSpendingPlanTally UnallocatedBudget UndistributedCurrentVariance

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Option Scheduling Options

Business Object ScheduleOptions

Fields ComputeTotalFloatType CriticalActivityFloatThreshold CriticalActivityPathType IgnoreOtherProjectRelationships LevelResourcesDuringScheduling MakeOpenEndedActivitiesCritical OutOfSequenceScheduleType RecalculateAssignmentCosts RelationshipLagCalendar StartToStartLagCalculationType UseExpectedFinishDates

Added/Deleted Activities

Activity

ID Name

General Activity Data

Activity

CalendarName FreeFloat IsCritical TotalFloat WBSCode WBSName

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Option Costs

Business Object Activity

Fields ActualExpenseCost ActualLaborCost ActualMaterialCost ActualNonLaborCost AtCompletionExpenseCost AtCompletionLaborCost AtCompletionMaterialCost AtCompletionNonLaborCost PlannedExpenseCost PlannedLaborCost PlannedMaterial Cost PlannedNonLaborCost RemainingExpenseCost RemainingLaborCost RemainingMaterialCost RemainingNonLaborCost

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Option Units

Business Object Activity

Fields ActualLaborUnits ActualNonLaborUnits AtCompletionLaborUnits AtCompletionNonLaborUnits PlannedLaborUnits PlannedNonLaborUnits RemainingLaborUnits RemainingNonLaborUnits

Durations

Activity

ActualDuration AtCompletionDuration PlannedDuration RemainingDuration

Dates

Activity

ActualFinishDate ActualStartDate EarlyFinishDate EarlyStartDate LateFinishDate LateStartDate PlannedFinishDate PlannedStartDate

Percent Complete

Activity

DurationPercentComplete PhysicalPercentComplete UnitsPercentComplete

Constraints

PrimaryConstraintDate PrimaryConstraintType SecondaryConstraintDate SecondaryConstraintType

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Option Added/Deleted Assignments

Business Object ResourceAssignment

Fields ActivityID ActivityName ResourceID ResourceName

General Resource Assignment

ResourceAssignment

ActivityID* ActivityName* ActualCost ActualUnits AtCompletionCost AtCompletionUnits CostAccountName IsPrimaryResource PlannedCost PlannedDuration PlannedUnits PricePerUnit RemainingCost RemainingDuration RemainingUnits RemainingUnitsPerTime ResourceID ResourceName RoleID RoleName

Added/Deleted Expenses

ActivityExpense

ActivityID ActivityName ExpenseItem

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Option General Expenses

Business Object ActivityExpense

Fields ActivityID* ActivityName* ActualCost AtCompletionCost CostAccountName ExpenseItem* ExpensePercentComplete PlannedCost PricePerUnit RemainingCost

Relationships

Relationships

Lag PredecessorActivityID PredecessorActivityName* SuccessorActivityID SuccessorActivityName* Type*

Activity Codes

CodeValue Description

Notebook Topics Steps

ActivityNote ActivityStep

NotebookTopicName ActivityID* ActivityName* Name* PercentComplete Weight WeightPercent

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Creating and Using Reflections
In this chapter:
Reflection Overview Creating and Using Reflections Reflection Guidelines

A reflection is a copy of an active project that contains a link to the original project. This allows you to make changes to the reflection and then merge selected changes back into to the original project, keeping active project data such as timesheet information intact.

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Reflection Overview
A reflection is a copy of a project that has the following characteristics:

Has the same name as the original source project with reflection appended to it. Internally, contains a link to the source project that allows the application to merge changes to the reflection into the source project. Has a what-if status.

After creating a reflection, you can make changes to it. If desired, you can then merge selected changes back into the source project keeping active data in the source project intact. Creating a reflection facilitates the following work flows and processes:
■ ■

Creating a sandbox area to test different project scenarios. Reviewing changes made by team members to activities they own in a reflection. Using the reflection as an intermediary project lets you review and accept changes before merging the reflection back into the source project. Reviewing changes to a project by exporting a reflection as an .XER file. You can send the .XER file to outside users who can import the file into their database. After making changes to the project, the outside users can export the file and send the resulting .XER file back to you. By importing the .XER file back into your reflection, you can decide which changes to keep when you merge the reflection back into the source project.

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Creating and Using Reflections
Creating and using reflections involves the following process: Create a reflection. Make changes to the reflection. Preview the changes to the project. If desired, print a report of the changes to the project. Then merge selected changes into the source project. Create a reflection

In the Projects view, right click on the project for which you want to create a reflection.

In the context menu, click Create Reflection. If the project does not contain any baselines, the system responds by creating a reflection.

If the project does not contain any baselines, the system responds by creating a reflection. Otherwise, the system responds by displaying the Copy Baselines dialog box. For any baselines you want to copy, mark the checkbox(es) in the Copy column of the Copy Baselines dialog box and click OK. The system responds by creating a reflection.

Make changes in the Reflection Once a reflection has been created, you can make changes to the reflection as needed to explore alternative project scenarios.

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Preview changes to be merged

In the Projects view, right click on the reflection that you want to merge with the source project. In the context menu, click Merge Reflection into Source Project. If there are any changes to merge, the system responds by displaying the Preview Changes to Project dialog box.

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Choose changes to merge Next, choose changes from the reflection to merge into the source project.

There are two ways the changes can be viewed, or grouped, in the Preview Changes to Project dialog box: by subject area or by activity. When you view the changes by activity, check boxes appear in the Merge column for activity rows. This allows you to select which activities to merge into the source project.

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click Cancel and no changes will be made to the source project. Primavera .Project Management . click Merge Changes to merge the changes into the source project.412 Part 4: Updating the Schedule Merge the Changes Determine any actions the application should take prior to merging Determine any actions the application should take after merging If for whatever reason. you decide not to merge the changes in the Reflection into the Source project. Otherwise.

the project does not contain a source project field value) The selected project contains a source project field value. the right click option is hidden when any of the following is true: ■ ■ ■ ■ A group band node is selected More than one project is selected A summary-only project is selected An MSP-managed project is selected Guidelines for merging reflections You use the Merge Reflection into Source Project right-click option to merge changes. This option is disabled when you do not have access to create projects within the EPS node. This option is disabled when any of the following is true: ■ ■ The source project has been checked out The source project and/or the reflection has been opened exclusively by another user You do not have super user privileges to both the source project and the reflection ■ Additionally. but it does not have a what-if status The selected project has a what-if status but it does not contain a source project field value ■ ■ Primavera . the right-click option is disabled when any of the following is true: ■ ■ ■ A group band node is selected More than one project is selected A non-reflection project is selected (i.Project Management . Additionally.e.Creating and Using Reflections 413 Reflection Guidelines Several factors determine whether you can create or merge reflections of particular projects: Guidelines for creating reflections You use the Create Reflection right click option to create a reflection of a project.

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it also explains how to check in and check out projects using the XER format.415 Checking Projects In and Out In this chapter: Managing Remote Projects Checking Out Projects Checking In Projects The Project Check In/Check Out feature enables you to keep track of projects that are used outside of the enterprise database. This chapter describes the XER file format in which you can check projects in and out of the module. updating the enterprise database. . a project manager may check out a project and take it along to a project site. When the project manager returns to the office. the project is checked back in. updating or modifying the project while at that site. For example.

Microsoft SQL Server. Primavera . and other types of project information with other installations of the Project Management module. This field is blank when the Check Out Status is Checked In. You can check projects out in the Primavera proprietary format (XER). This format enables you to use activity. Click the General tab to check or change the status of the project. The checkmark on the project symbol indicates that this project is checked out. see the Administrator’s Guide. This field is blank when the Check Out Status is Checked In. or SQL Server Express). The name of the user that checked out the project. Project Details. resource. Track check out status You can easily determine whether a project has been checked out.Project Management . For more information about converting projects. click the Display Options bar. cost. then choose Show on Bottom. Projects. Choose Enterprise.416 Part 4: Updating the Schedule Managing Remote Projects You can check projects out to work on them at remote locations. When a project is checked out. regardless of the database being used (Oracle. The date and time the user checked out the project. it cannot be modified in the module until it is checked back in.

You can access the help by clicking the Help button on any ProjectLink screen.Project Management . Specify the name of the file and the location where the file will be saved. For more information on Primavera ProjectLink. For organizations using Primavera ProjectLink. Before you start the wizard. and restart the wizard. MSP-managed projects must be checked out in Microsoft Project using ProjectLink. If the project you want to check out is not on the list. You can check out multiple projects to the XER format. refer to the Primavera ProjectLink Help in Microsoft Project (available only if Primavera ProjectLink is installed). Check out projects Choose File. Check Out. Select the projects that you want to check out. open the project. clear the Check Out checkbox. Primavera . click Cancel. open the projects that you want to check out. For projects that you do not want to check out.Checking Projects In and Out 417 Checking Out Projects The Check Out wizard guides you through the steps for checking out projects. then click Finish. Microsoft Project (MSP)-managed projects are not available for check out in the Project Management module.

If you check out multiple projects to a single .Project Management . the interproject relationships between activities in all the projects included in the file are preserved. Primavera .XER file.418 Part 4: Updating the Schedule Click the Browse button to select the file location.

Replace Existing Project The existing project is deleted and then replaced with the project checked in from the XER file. Click the Browse button to select the file that you want to check in. Check In.Checking Projects In and Out 419 Checking In Projects Projects previously checked out of the Project Management database can be checked back in to any Project Management module installation. The relationships between all of the projects in the XER file are preserved. then click Next.Project Management ■ . then select one of the following options: ■ Update Existing Project The existing project is updated with any new/modified data in the XER file. You can further define how data should be updated when matches occur. To prevent data in the module database from being overwritten when you check in the XER file. Refer to “Choose update project options” on the next page for more information. Check in projects Choose File. Primavera . double-click the Import Action field next to each project. Specify check in project options An XER file can contain data from several projects. The first column in the Check In Project Options dialog box lists all the projects included in the XER file. If a project with the same name already exists in the current module installation. the Match checkbox next to it is marked. Select the project to be replaced in the Import To field. adds new data if the record does not exist. Select the project to update in the Import To field.

then click Modify. Primavera . however.420 Part 4: Updating the Schedule ■ Ignore this Project The project is not checked in. only one configuration can be used to check in the file.Project Management . Choose update project options Click Next to select a layout configuration to use when checking in project data. The options specified in the layout configuration determine how the module handles data in the file that match data in the database. You can create and save several different configurations. To modify these options. Select Yes in the Use field next to the configuration you want to use. select the layout configuration in the Update Project Options dialog box. Click to create a new layout configuration. Click to customize the layout configuration . Modify a layout configuration The options specified in a layout configuration determine how data are updated when projects are checked in.

relationships to external projects. To keep the data. but that are not included in the file. clear the checkbox. thresholds. relationships to external projects. activities. thresholds. activity relationships. mark the checkbox in the Delete column to remove the thresholds from the project being updated. and activity resource assignments that are in the project being updated. Global data types are not affected by this setting.Project Management . activities. activity relationships. and activity resource assignments.Checking Projects In and Out 421 Mark to delete risks. but they are not included in the file you are checking in. Mark the Delete checkbox next to a data type to remove data that exist in the project you are updating but that are not included in the file you are checking in. if several thresholds are defined in the project that you are updating. Select one of the following in the Action field to indicate how the data type is updated: Primavera . For example. The Modify Import Configuration dialog box lists the data types for which you can set options. The Delete field applies only to risks.

but you don’t want to change the existing roles. adds new data if the record does not exist. Click Next. Primavera . if a new role was added to the data. Update Existing Overwrites data in the existing project with updated data. adds new data if the record does not exist. ■ ■ ■ Click OK to save changes to the modified layout configuration. choose Insert New to add the new role to the existing project. Do Not Import Retains data in the existing project and does not import the updated data.422 Part 4: Updating the Schedule ■ Keep Existing Retains data in the existing project and does not overwrite them with the updated data. Click Finish to complete check in.Project Management . For example. Insert New Retains data in the existing project and adds any new data items.

Sorting.Part 5 Customizing Projects In this part: Working with Layouts Grouping. and Filtering Data Customizing Layouts Customizing Reports Printing Layouts and Reports Publishing a Project On the Web .

open. and Filtering Data” to learn how to display only the data you need to see in a layout. adjusting the timescale. formatting Gantt Charts. and save layouts. Read “Grouping. “Working with Layouts” describes the types of layouts you can create and explains how to add. Sorting. and “Publishing a Project On the Web” explains how to create a project Web site.R ead this part to learn how to customize your desktop and create layouts that help you see the data you need to manage your projects. and editing fonts and colors. “Customizing Layouts” shows you how to change the look and content of layouts by modifying columns. . “Customizing Reports” discusses how to create reports and assign them to report groups and batches. It also describes how to import and export layouts to share with other users. “Printing Layouts and Reports” describes the printing options.

This chapter describes the different layout types and explains how to create. export. open. in the format you need to see them. and more. graphs. and Saving Layouts Exporting and Importing Layouts Copying and Pasting Resource Spreadsheet Data to Microsoft Excel You can create layouts that display the data you need to see. Customize the top and bottom areas of the layout to include tables. and import layouts. Activity or Project Details. . Opening. Once you are satisfied with your layout. save. you can save it so you or other team members can use it again.425 Working with Layouts In this chapter: Layout Types Creating. It also describes how to copy and paste spreadsheet data to Microsoft Excel. charts.

For example. see “Quick Tour” on page 31. Activity Networks. Click the Layout Options bar to display a menu of options that you can use to customize the top and bottom panes of the Activities window. Split the Activities window into top and bottom panes to display different types of layouts at the same time. and Trace Logic. Activity Details. Gantt Charts. Click Show on Top and Show on Bottom to select the layout type displayed in each area of the Activities window. and the following types of activity layouts: Activity Tables. show an Activity Table in the top pane and a Resource Usage Profile in the bottom pane. projects.426 Part 5: Customizing Projects Layout Types You can open WBS.Project Management . For additional information about layout types and examples of sample layouts. and resource assignment layouts. Refer to the following examples: Primavera . Activity and Resource Usage Spreadsheets and Profiles.

Use this type of layout to quickly update a project. Primavera . costs.Working with Layouts 427 Click the Show/Hide Bottom Layout button to display the top layout in an expanded view. Activity Table Displays activity information in spreadsheet format.Project Management . Activity Usage Spreadsheet Displays units. Use this type of layout to review per period and rolled up activity resource/cost data. or earned value data by activity over time. You can use filters and data grouping to see only those activities that occur in your current status cycle.

while the right side shows the activity flow in graphical format. Provides a graphical display of activities.Project Management . Gantt Chart Provides a graphical display of activity progress over the course of the project. The left side of this example displays the WBS hierarchy. Use this layout to change the sequence of activities as your project evolves. hold down the Alt key. Primavera . then click and drag your mouse in the Activity Network section.428 Part 5: Customizing Projects Click the Relationship Lines button to view relationships in the Gantt Chart. Activity Network To quickly zoom in on an Activity Network box. Use this layout to review or analyze the schedule. including logical relationships. Activity Network can be displayed in the top layout only.

right-click on a tab title and choose Customize Activity Details. To show or hide any of the Detail tabs. You can display usage for all activities. or choose Selected Activities to display usage for only the highlighted activities. Activity Usage Profile Displays a time distribution of activity units and costs in a Bar Chart format.Project Management .Working with Layouts 429 Activity Details Displays and enables you to modify detailed information for an activity you select in either the Activity Table or Activity Network. Primavera . Use this layout type to review the labor use for activities in a specific timeperiod. This type of layout can be displayed in the bottom layout only. This profile can be displayed in the bottom layout only. Use this layout type to add and update activities.

Resource Usage Profile Displays a time distribution of resource units and costs in relation to activities in a Bar Chart format. This spreadsheet can be displayed in the bottom layout only.Project Management . To display a pop-up box containing totals for a specific month. This profile can be displayed in the bottom layout only. Use this layout type to analyze resource levels with the schedule. Click the Display Options Bar and choose Stacked Histogram. You can also display the profile as a histogram using different colors and patterns for multiple resources. according to a timescale you specify. Use this layout type to view resource allocation over time. You can display activities by selected resource or assignment. Primavera . doubleclick that month’s bar in the graph.430 Part 5: Customizing Projects Resource Usage Spreadsheet Displays resource data in spreadsheet format.

Trace Logic can be displayed in the bottom layout only. To quickly zoom in on a box. then click and drag your mouse in the Trace Logic layout. Use this layout type to easily move forward and backward through the plan to view the critical path. hold down the Alt key.Working with Layouts 431 Trace Logic Provides a graphical display of dependency relationships for an activity you select in either the Activity Table or Activity Network. Primavera .Project Management .

or Project. you can save it and use it again at other stages of the project or with different projects. Choose Layout. Select the layout you want to open. then select the user’s name. To preview the layout without closing the Open Layout dialog box.) If you select Project. Save As. click Apply. and Saving Layouts Once you create a layout. If you select Another User. Another User. Type the layout name.432 Part 5: Customizing Projects Creating.Project Management . then choose Layout. Add a new layout Customize the top and bottom layouts to create a new layout. Once you have selected who will be able to use the layout. Open. see “Customizing Layouts” on page 445. then click Save. to apply an existing layout to the current project or projects. click the Browse button and specify a project in the Select Project dialog box. click the Browse button in the User field. you will no longer be able to access the layout. Primavera . then choose Layout. Open. Open a layout Click the Layout Options bar. Save As. then click Open. Opening. Save. then choose Layout. click Save. Click the Layout Options bar. (If you save a layout and specify a user other than yourself. Save changes to a layout Click the Layout Options bar. Type a name for the layout copy. then save the layout using a name you specify. To save a copy of the layout using a different name. choose Layout. the Current User. then select who will be able to use this layout: All Users. Make layouts available to all users (global) or to a specific user only. For detailed instructions on customizing the top and bottom layouts.

then choose Layout.Project Management . Open. Specify a name and location for the export file. then select the location of the layout file you want to import. then choose Layout.PLF extension. Open. click the Layout Options bar and choose Layout. (Primavera layout files have a . Export a layout Click the Layout Options bar.Working with Layouts 433 Exporting and Importing Layouts If you want to share a layout with other users. If you want to make the layout available to all users. Click Import. Primavera . Click the name of the layout you want to export. Import a layout Click the Layout Options bar. then click Export. then click Save. To overwrite the current layout with your changes.) Click Open. click Yes when prompted. export it to a central location from which they can then import the layout to use with their own projects. Save.

reformat the cells as text before pasting the data. right-click in the spreadsheet. You may need to expand column widths to display all the project information. To prevent this. Excel may reformat data pasted into a spreadsheet. In Excel. is copied to the clipboard. All associated data. then choose Edit. Primavera . Resource Assignments. You can also select multiple rows. or paste the data into a different spreadsheet application. as well as row and column headers and values.Project Management . Select a row. Use this feature for reporting only. Copy. Any edits made in Excel cannot be returned to your Project Management module project. then choose Paste. Choose Project.434 Part 5: Customizing Projects Copying and Pasting Resource Spreadsheet Data to Microsoft Excel You can copy resource spreadsheet data from the Project Management module and paste it in Microsoft Excel.

Use the standard filters provided or add new filters. resources. and filter data in your projects. sort. Sorting arranges activities. or dates. Read this chapter to learn how to group. Filters enable you to narrow your selection to a specific data group. Sorting. such as by start date.435 Grouping. For example. focus on activities by resource. . responsibility. or projects in any order you select. and Filtering Data In this chapter: Grouping Data Sorting Data Filtering Data Grouping organizes activities or projects into categories that share a common attribute.

If you limit the number of levels. when displaying the Expenses window. group by vendor. one-level lists of information. and resources. for example. or category. such as dates. Each group band can have a unique color and font. and other numeric data. and risks windows. and specify up to which level to show. project codes.Project Management . or resource. work breakdown structure (WBS). activities. WBS.436 Part 5: Customizing Projects Grouping Data Group to organize information in categories that share a common attribute. thresholds. group by project. Primavera . and activity codes. Use predefined grouping options. Choose whether to indent each level in the hierarchy. work products and documents. Use these predefined grouping and sorting options for the WBS. You can also customize group criteria when you are working with projects. For example. costs. then total float. Group by simple. durations. expenses. such as enterprise project structure (EPS). You can also group by multiple data items in the same layout. These items include projects. WBS. you can group by additional data items. code value. Group criteria can also be arranged in hierarchies of data at multiple levels (up to 20).

Sorting. In the Group By field. if you choose to group by WBS.Grouping.Project Management . and Filtering Data 437 This layout is grouped by multiple levels of the WBS. select the data item by which you want to group data. You can also specify customized grouping and sorting criteria when a Resource Usage Spreadsheet is shown as a bottom layout in the Activities window. For example. Mark the Show Group Totals checkbox if you want to display total rolled up values for each item you select in the Group By field. You can also click the Display Options bar from the Projects or Resources window and then choose Group and Sort By. Primavera . Customize. click the Layout Options bar. each WBS band displays the sum of the values for the activities included in that WBS item. then choose Group and Sort. Customize grouping In the Activities window.

These settings apply to the Group By field selected above. and specify how many levels to show. Primavera . When grouping by numbers. mark the Hide If Empty checkbox. You must select either Show ID/Code or Show Name/ Description. mark the Show Name/Description checkbox. mark the Indent checkbox to indent each level. dates. mark the Show ID/Code checkbox. click the Group By field and select a value from the drop-down list. Mark to decrease the space taken by indenting levels on the hierarchy and allow for the display of additional data. To hide group title bands that do not contain activities within the group. To display the field name on the grouping band. if you want to display WBS bands and hide the WBS’s activities). For example. To select the data item by which you want to group data.Project Management . mark the Show Title checkbox. Mark Show Summaries Only if you only want to display bands for the data items you select in the Group By field (for example. To sort the grouping bands alphabetically rather than their order in their respective hierarchy. choose an interval for each group. such as WBS. group activities by actual costs in increments of $3000. To display the ID or Code value on the grouping band. mark the Sort Grouping Bandings Alphabetically checkbox. When grouping by a hierarchical item. Clear the checkbox to hide any totals in the grouping bands Mark Show Grand Totals to display a grand total band at the top of the window. Mark or clear the checkboxes to choose the text to display on the grouping bands. To display the Name or Description on the grouping band. or durations.438 Part 5: Customizing Projects Mark the Show Group Totals to display totals in the grouping bands.

Primavera . and Filtering Data 439 Set as a user preference To display a label on grouping bands for windows/dialog boxes where you cannot access a Group and Sort dialog box. or both. In the Group and Sorting section. mark Show ID/Code. choose Edit. Mark to immediately rearrange updated activity data to reflect the group and sort criteria.Grouping.Project Management . Click the Application tab. Show Name/ Description. Sorting. User Preferences.

Reorganizing Data You can mark the Reorganize Automatically checkbox on the Applications tab of User Preferences to immediately reorganize the current view or layout each time you add an activity or change activity data. However. then choose Group and Sort. Reorganize Now to organize the project. doubleclick the Sort Order cell and choose Ascending or Descending. numerically. sort by total float to see critical activities first. cut. apply a filter. doubleclick the Field Name cell and select the field. copy. or refresh data. To select a sort order.Project Management . or sort by percent complete in descending order to see completed or in progress activities at the top of the layout. You can sort alphabetically. When you change views. Primavera . or chronologically based on the data item you choose. For example. paste. You can also click the Display Options bar from the Projects or Resources window and choose Group and Sort By. the module will reorganize the data. or resources are listed in the current window. regardless of whether the Reorganize Automatically checkbox is marked or cleared. activities. if you have many changes to make and you choose not to mark the setting in User Preferences. Sort. To select a data item to use as the sort method. Customize. Click Add to specify additional sort criteria. Specify sort order In the Activities window. click the Layout Options bar. you can select Tools.440 Part 5: Customizing Projects Sorting Data Sorting determines the sequence in which projects. Click Sort.

They are available only to you for all projects to which you have access. You can also customize individual filters when creating tracking layouts or reports using the Report Wizard.Grouping. You can create one set of filters for activities and one set for projects. To filter the projects in the Projects window. Select a filter To select activities for the project currently open. A different set of predefined filters is provided when you filter by projects in the Projects window. Layout Filters are only available to the currently open layout. Global filters are available to all users for all projects. then click Make Global.Project Management . Choose All or Any to combine multiple filters. Primavera . These predefined filters are available when you select activities in the Activities window. or use predefined filters. Mark the checkbox beside each filter you want to apply. To convert a userdefined or layout filter into a global filter. global or layout. Filters can be user-defined. Click to view all activities (and remove all filters). click the Display Options bar. Choose to replace the activities that appear in the layout or highlight a subset of the activities in the layout. in the Activities window click the Layout Options bar. A filter is a set of instructions that determines which data display in the current window. then choose Filter By. then choose Filters. Click to create a layout filter from a default or global filter. Combining filters further narrows the selected data. and Filtering Data 441 Filtering Data Use filters to focus on specific data. Sorting. select it. User-defined filters are filters that you define. Click to see how a filter works before you commit to it.

If you specify the topmost parameter as All of the Following.442 Part 5: Customizing Projects To view a user-defined. Specify whether all criteria must be met or at least one criterion. each successive level selects from only the activities/projects that meet the criteria of previous levels. layout. then choose Filters. Click Add to define multiple selection criteria.” Primavera .” If any criteria can be met. or global filter’s settings before applying it. Click New. then click Modify. Customize. Specify a value in the Value field. first copy and paste it. each group of criteria is separated by an “Or. Type a filter name. If you specify Any of the Following as the highest parameter. To view the criteria for a predefined filter. The filter is copied to the user-defined list. which you can then modify. each statement is joined with an “And. You can “nest” criteria to create multiple levels of selections. you can select from a drop-down list. an “Or” is used. If the values require a specific entry.Project Management . For example. You can also click the Display Options bar from the Projects window and choose Filter By. If you specify that all criteria must be met. Create a user-defined filter In the Activities window. Click the Parameter cell and select a data item. click the Layout Options bar. if filtering by activity type. Double-click the Is cell to select a filtering criteria. you must select from a list of the available types. select it.

Remove filters Click the Layout Options bar. clear the Select checkbox for the filter you want to remove. To preview your changes. Create a layout filter In the Activities window. Delete user-defined activity filters Click the Layout Options bar. click the Layout Options bar. To “nest” a set of criteria within another set. Sorting. then choose Filter. Primavera .Grouping. then choose Filters. select the line of criteria.Project Management . and Filtering Data 443 A second set of criteria is joined by an And because All of the Following is specified as the highest parameter. then click Delete. Select a default or global filter. mark the All Activities or All Projects checkbox. You can delete only global and layout filters. This filter selects all activities with negative float that belong to the Specifications project and have either a testing or marketing resource assigned. To remove all filters. Modify the copied filter. as needed. To remove a specific filter. click Apply. Select the filter you want to delete. then click the Copy As Layout button. then choose Filter. then use the arrow keys to indent it.

to select any activity belonging to the Corporate IT group that is not complete.Project Management . you might create one filter that selects any activity that falls under various WBS levels (specific to the Corporate IT group). For example. you must define two separate filters and then combine them when you run the filters. Displays the name of the filter currently applied to the layout. and another filter that selects any activity with remaining labor units greater than zero. To run the filters. choose All Selected Filters and mark the checkboxes for the two filters on the Filters dialog box.444 Part 5: Customizing Projects Combining Filters To create a filter that selects any activity from one selection criteria and any activity from another selection criteria. Primavera .

modify Gantt Chart bars. . set the timescale. Refer to “Printing Layouts and Reports” on page 509 for instructions on setting page and print options. and modify Resource and Activity Usage Profile settings to help you monitor project performance.445 Customizing Layouts In this chapter: Modifying Columns Adjusting the Timescale Formatting Gantt Charts Formatting Activity Network Layouts Modifying Resource and Activity Usage Profile Settings This chapter describes how to customize layout rows and columns. previewing and printing layouts and reports. and publishing layouts and reports in HTML format. specify the look of Activity Network boxes.

Project Management . Click a column title to toggle the sort order from ascending to descending.446 Part 5: Customizing Projects Modifying Columns You can customize the look and content of the columns included in tables and spreadsheets in the Activities window. You can also customize the columns displayed in most windows. such as Projects. The down arrow indicates that the data are sorted in descending order. WBS. specify column fonts and colors. and copy column formats from other layouts. click and drag it to a new location. To move a column. change the column widths. edit column titles. Primavera . To view more columns. Choose which columns you want to include. click and drag the divider bar. Resources. and the row height. the order in which columns are displayed. and Issues.

Click the double-arrows to add or remove all columns at once. The sequence of columns in the layout will be the same as their order in this list. Click Edit Column. click the Layout Options bar. then choose Columns. Click the up and down arrows to move columns higher or lower in the list. To include a column in the layout. Select the layout and click Open. Choose how the title will be aligned in the column header. To remove a column from a layout.Project Management . widths. Edit column titles. select it in the Selected Options list. and alignments In the Available Options or Selected Options area of the Columns dialog box. select the column name you want to change.Customizing Layouts 447 Add or remove columns In the Activities window. then click the left arrow. Type the new name. Copy column format from another layout In the Columns dialog box. select it in the Available Options list. then click the right arrow. click the Copy From button. then specify the maximum number of characters for the column width. Primavera .

■ Primavera . If you choose to Optimize Height by Row Content.448 Part 5: Customizing Projects Change column fonts. Click these fields to customize the font and color of your table. font size. To change a font. click the Font button. Click to restore the standard table fonts and colors. then choose Table Font and Row. click the Layout Options bar. Clear the Keep Current Row Heights checkbox to automatically size each row based on cell content. To change a color. click the Color button.Project Management . You can also specify the height for rows: ■ The Keep Current Row Heights option enables you to retain all custom row heights manually set in the layout during your current user session. Mark to show the symbols that identify the different levels of information included in columns. colors. then select a new font. and column width or to specify a height for all rows in the layout. then select a new color. you can set a value to limit the amount of lines per row that are automatically adjusted during text wrapping. and row height From the Activities window.

open a profile.Project Management . Change the timescale of a profile. Gantt Charts. In the Projects window. Activity and Resource Usage Spreadsheets.Customizing Layouts 449 Adjusting the Timescale Your timescale settings significantly affect your ability to manually plan future period resource distribution in the Resource Usage Spreadsheet. or Gantt Chart. You can also right-click in the Bar area and choose Timescale to change the timescale settings. To show data for different months in the layout. right-click in the bar area of a Gantt Chart and choose Timescale. This timescale can be shown in different time units. or Gantt Chart In the Activities window. Primavera . click and drag the date in a month. and Activity and Resource Usage Profiles display a timescale that starts just before your project begins and extends until your finish date. Click the Layout Options bar and choose Timescale. spreadsheet. To manually expand or condense the timescale. spreadsheet. You can expand or condense the timescale view to control the size of the bars or columns that appear in the layout. For details. refer to the “Future Period Bucket Planning FAQ” topic in the Help. quarters. click and drag a month’s column. such as years. and days.

choose the format in which to display date intervals: Calendar.450 Part 5: Customizing Projects To select the date from which the timescale should start for the profile. click the font button to specify the font style. If the profile or spreadsheet is not displaying past period actual values. financial period intervals display summarized past period actuals. size. To change the font and color settings. choose a financial period Date Interval. select a financial period timescale to view past period actual data per financial period. and color for the timescale and column headings. For more information on storing period performance. financial period intervals display summarized actual to date values. Financial Period timescale intervals display all summarized assignment data (past period actual and actual to date) in profiles and spreadsheets. or Gantt Chart. Select the date intervals at which data are displayed. Primavera . click the Browse button to select the corresponding shift in the Shift Calendar field.Project Management . choose any Type and Date Interval. refer to the Administrator’s Guide or the Help. for periods without stored performance. or Week of Year. spreadsheet. For more information on summarizing assignment data by financial period. If showing Primary Dates. For periods with stored performance. Fiscal. The Date Interval options differ depending on the Type you choose. Click the Default Font button to change the timescale font and color to the default settings. Choose to display Primary or Ordinal Dates. choose Calendar or Fiscal as the Type. Choose to show two or three time units on the timescale. Timescale settings apply to both the top and bottom layouts. If assignment data is summarized by financial period (which is controlled by an administrative preference). If the profile or spreadsheet is displaying past period actual data (rather than actual to date values). If you choose Day/Shift as the date interval. refer to “Storing Period Performance (Past Period Actuals)” on page 324. in the Timescale Start field click the Browse button. In the Date Interval field. If the profile or spreadsheet is displaying past period actual values.

the Divide Interval Totals By field displays the division increment based on the division increment specified in User Preferences for the corresponding date interval: 1h for Hour date interval. and so on. 2h for Shift date interval. Mark the Base On Hours Per Timeperiod checkbox to divide the timescale interval totals by automatic increments. based on the date interval selected.Project Management . 8h for Day date interval. Mark to specify the values you want to use to divide the timescale interval totals in the Divide Interval Totals By field. Specify the unit of measure for the timescale intervals. 40h for week date interval.Customizing Layouts 451 Average the timescale for Activity and Resource Spreadsheets You can display the timescale in the Activity and Resource Spreadsheet based on a calculated average. Primavera . When you choose this option.

and pattern. To combine bars. select it in the Bars dialog box. To delete a bar. early and late dates for an activity. Mark to show or hide a bar. then mark each filter you want to apply. then click Delete. You can display the Gantt Chart in the Projects window when reviewing the EPS. Click Add. For example. Type a name for the new bar.Project Management . To visually distinguish the different bars included in a Gantt Chart. and patterns.452 Part 5: Customizing Projects Formatting Gantt Charts A bar in a Gantt Chart can represent many things. Double-click the Filter field. Add and delete bars Click the Layout Options bar (Activities window) or Display Options bar (Projects window). specify Row 1 for each bar. shapes. color. or summarized data. then select the timespan the bar represents from the Timescale drop-down list. Primavera . Use these fields to change the selected bar’s shape. specify the same row number for each one. then choose Bars. such as a milestone. or in the Activities window when reviewing specific projects. Click OK. specify unique colors. to display the Actual Bar and Remaining Bar on the same line.

Select the layout with the Gantt Chart settings you want to apply.Project Management . Primavera . then select the new timescale. Double-click the Timescale column.Customizing Layouts 453 Change a Gantt Chart bar’s timespan Click the Layout Options bar (Activities window) or Display Options bar (Projects window). To represent this value: Start Date to Finish Date Percent Complete Performance Percent Complete Planned Start Date to Planned Finish Date Actual Start Date to Actual Finish Date Remaining Start Date to Remaining Finish Date Primary Baseline Planned Start Date to Primary Baseline Planned Finish Date Secondary Baseline Planned Start Date to Secondary Baseline Planned Finish Date Tertiary Baseline Planned Start Date to Tertiary Baseline Planned Finish Date Early Start Date to Early Finish Date Late Start Date to Late Finish Date Remaining Finish Date to Late Finish Date Remaining Finish Date to Late Finish Date with Remaining after the late date User start and end dates defined in the activity columns Select this bar: Current Bar % Complete Bar Performance % Complete Bar Plan Bar Actual Bar Remain Bar Primary Baseline Bar Secondary Baseline Bar Tertiary Baseline Bar Early Bar Late Bar Float Bar Neg Float Bar User Defined Bars Apply Gantt Chart settings from another layout In the Bars dialog box (Activities window). Select the Gantt Chart bar for which you want to change the timescale. To apply the selected layout’s settings and close the dialog box. click Copy From. click Open. then choose Bars.

To specify the shape. Change a Gantt bar’s settings In the Bars dialog box (Activities window). In the Bars dialog box. then click in the Position column and select a new position. Mark the Calendar Nonwork Time checkbox to show the activity calendar’s nonwork time as a neck in the selected bar. then select the label value. which acts like a title in describing the bar’s purpose. Then choose Table Font and Row. Primavera . click Add. Click in the Label field. Select how to show activity nonwork time in the Bar Necking Settings section. select it in the Bar Labels tab. Click the Bar Labels tab. Click the Bar Settings tab. select it. then click Delete. You can use the Table. select the Gantt Chart bar you want to change. the height and thickness of the bar (second field). To change the font. To add a label. click each corresponding field and select a shape. then select a new font. including Gantt Chart bar labels.Project Management . select the Gantt bar you want to change. To access this dialog box. In the Grouping Band Settings section. color. To remove a label. Change a Gantt Chart bar’s label You can choose to display a bar label.454 Part 5: Customizing Projects Change a Gantt bar’s style In the Bars dialog box. Font and Row dialog box to change the font for text that appears within layout rows. click the Layout Options bar from the Activities window. Mark Show Bar for Grouping Bands to display the selected bar as a summary bar only. such as when using out of sequence progress. To change the position of a label. click the Font button. Click the Bar Style tab. Mark the Activity Nonwork Intervals checkbox to show the selected bar’s nonwork time based on the activity’s suspend/resume dates and other gaps of time. mark the Show Bar When Collapsed checkbox to include the selected bar when you display summary level information. and the Finish Endpoint (end field). select the Gantt Chart bar you want to change. and pattern of the bar’s Start Endpoint (first field).

Mark the Show Relationships checkbox to display relationship lines in the Gantt Chart. and other information. exit criteria. entry criteria. Type or select a new width and height for the notebook items you want to display in the Gantt Chart. click Add. In the Bars dialog box. You can also click the Relationship Lines button in the toolbar to show and hide relationship lines. Set the default size for notebook items in the Gantt Chart In the Bars dialog box. Notebook items might include anticipated problems. You can print notebook items with the layout. metrics. Once you resize the notebook item manually. Show or hide relationship lines in the Gantt Chart In the Bars dialog box. Click the General tab. or publish them with the layout to the project Web site. Select a position for the label. the default settings are disregarded. mark to show relationships between activities. scope. Click the General tab. These settings are used only the first time a notebook item is displayed next to the bar.Project Management . the default settings are disregarded. To add a notebook item. then select a notebook item from the drop-down list. Once you resize the notebook item manually. click Options. You can attach notebook items to Gantt Chart bars in the Bar Labels tab. In the Activities view. or clear the checkbox to hide relationship lines. status. Only one notebook item can be attached to each bar in the Gantt Chart. Primavera .Customizing Layouts 455 Display notebook items in the Gantt Chart You can attach notebook items to the bars in a Gantt Chart. These settings are used only the first time a notebook item is displayed next to the bar. core requirements. click the Bar Labels tab. click Options.

To limit the amount of text characters that show on the bars. In the Show Bar Necking For section. only Notebook Items that contain all text will display. you can mark the Show Relationships for Collapsed Bars to show relationship lines from the collapsed bar to other collapsed and individual bars. Choose to place each individual bar as close to the grouping band as possible. Primavera . or thin bar. click Options. Mark the Activity Nonwork Intervals checkbox to show a neck. In the Bars dialog box. mark the Limit Text Label Characters To checkbox and then type or select the character limit at which you want to allow the text label to be displayed. or clear the checkbox to hide the Gantt Chart legend. including suspend/resume dates. Mark the Show Legend checkbox to display the Gantt Chart legend. under its timescale date. Click the General tab. If the Show Relationships checkbox in the General tab is marked. on the collapsed bar. or thin bar. Choose the Collapse to Grouping Bands option to display the activity bars as a single bar. for activity and/or calendar nonwork time.Project Management .456 Part 5: Customizing Projects Show or hide the Gantt Chart legend In the Bars dialog box. Customize collapsed bars in the Gantt Chart You can format collapsed bars to display as a single bar or as individual bars in the Gantt Chart in the Activities window. click Options. When showing collapsed bars. Mark to allow bar labels and bars to overlap when minimizing space in the Gantt Chart. click Options. The collapsed Bar tab is available when formatting bars in the Activities window. mark the Calendar Nonwork Time checkbox to show nonwork time from the activity’s calendar as a neck. Click the General tab. Click the Collapsed Bars tab. Set the text limit for bar labels in the Gantt Chart In the Bars dialog box.

Click the Sight Lines tab.Project Management . To show background horizontal lines before every X number of rows. Primavera . Next. Next. click Options. click Options. or contain a series of dashes and dots.Customizing Layouts 457 Customize the data date line You can change the style. mark the Show Major Lines checkbox in the Horizontal Lines section and then select a line style from the drop-down list. select a value between 1 and 10 pixels in the Size field. the bar style switches to a solid line. select a line style from the drop-down list. select a style from the drop down list. Click the Data Date tab. select a line style from the dropdown list. Change the background lines in the Gantt Chart In the Bars dialog box. select a line style for the vertical lines from the drop down list. Click in the Color field to select a color from the color palette. mark the Show Minor Lines Every checkbox and then type or select the row interval at which you want to the minor lines to be displayed. To show background minor vertical lines before every X amount of time. and color of the data date line to more easily distinguish it on-screen and in printouts. size. To show background major vertical lines for every X amount of time. To show background horizontal lines before every Summary bar. mark the Show Major Lines checkbox in the Vertical Lines section. This option only applies to the solid line style. The line can be solid. mark the Show Minor Lines Every checkbox and then type or select the number of intervals and time unit to display the minor vertical lines. To change the style of the data date line. Next. In the Bars dialog box. If your line style is something other than the solid line and you increase the size to a number greater than one. and then type or select the number of intervals and time unit to display the major vertical lines. To change the thickness of your data date line.

Project Management . Click to select the curtain pattern. To hide all curtains displayed in the layout. Click Delete to remove the curtain from the layout. choose View. Click to select the color for the curtain attachment. choose View.458 Part 5: Customizing Projects Display the sight lines based on the selected time unit. Attachments. Click the Browse buttons to select the start and finish dates. Attachments. In the Activities window. To display curtains that may be hidden in the layout. Double-click on the curtain to edit the curtain date range. In the layout. color and fill pattern. Curtain. Primavera . Mark the Display Curtain Attachment checkbox. to manually shift the curtain. Hide All. Clear to hide the curtain attachment in the Gantt Chart. move the mouse cursor over the curtain and click and drag it to the new dates. Attachments. Show All. click and drag the sides of the curtain to the new dates. Add Curtain. Curtain. Highlight a timeperiod in a Gantt Chart Use the Curtain Attachment dialog box to highlight a specific timeperiod in a Gantt Chart. choose View. To change the start and finish dates of the display. Curtain.

Click the Layout Options bar and choose Attachments. and drag it to the new location. In the Activities window. click to select the attachment.Project Management . Text. Primavera . Click to select the text’s font and style. The text displays in the foreground of the Gantt Chart. Modify and remove text in a Gantt Chart In the Gantt Chart.Customizing Layouts 459 Add text to a Gantt Chart Use the Text Attachment dialog box to create formatted text and insert it in a Gantt Chart. select the activity to which you want to add text. To manually shift the text attachment. To remove a text attachment in the Gantt Chart. then modify it in the Text Attachment dialog box. move the mouse cursor over the text. whenever you click in the layout. double-click the text to select it. click the text attachment you want to remove. then click Delete.

and the spacing between activities. according to the work breakdown structure (WBS). When customizing boxes.Project Management .460 Part 5: Customizing Projects Formatting Activity Network Layouts The Activity Network layout displays a project as a diagram of activities and relationships. you can specify particular fonts and colors. the contents of activity boxes. You can control nearly every aspect of the Activity Network. set spacing and positioning. Primavera . including the appearance of activities. You can use an Activity Network layout to ■ Easily view relationships among activities and the flow of work through a project Examine and edit an activity and its predecessors and successors Focus on the driving relationship path ■ ■ An Activity Network box visually represents a project activity. and copy styles from another layout.

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Activity ID

Total Float

Planned Duration Activity Name Remaining Duration

Early Start

Early Finish

Choose an Activity Network box template With an Activity Network layout displayed in the Activities window, click the Layout Options bar, then choose Activity Network, Activity Network Options. Click the Activity Box Template tab.
Click to display a list of predefined activity box templates.

Click to customize the selected activity box’s font and colors.

Click to customize the selected activity box template.

Customize an Activity Network box template You can use one of the predefined activity box templates, or customize your own. With an Activity Network layout displayed in the Activities window, click the Layout Options bar, then choose Activity Network, Activity Network Options. Click the Activity Box Template tab. From the drop-down list, select a template that is similar to the one you want to create, then click Box Template. You can add rows for inserting new fields and determine how high and wide the field cells should occupy within the activity box.

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Click to add a new row to the activity box.

Double-click in Field Name field and choose the data item to add to the box.

Use the Width and Height fields to customize the size of the new data item’s cell.

Customize the Activity Network layout With an Activity Network layout displayed in the Activities window, click the Layout Options bar, then choose Activity Network, Activity Network Options. Click the Activity Network Layout tab.

Aligns activity boxes towards the top of the Activity Network window, in relation to their predecessors/successors Centers activity boxes in relation to their predecessors/successors Choose to display the activity networks with the longest or shortest path of linked activities on top.

When an activity’s predecessor/successor is not immediately adjacent to its activity in the Activity Network, the relationship line may not be visible because of other activity boxes. To reposition activity boxes so that all relationship lines are visible, mark the Adjust to Show All Relationships checkbox.
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To have the module automatically determine the view that best shows all activity boxes in the layout after you have reorganized it, mark the Always Zoom to Best Fit After Reorganize checkbox. To have the module indicate progress by drawing an X on a completed activity or a slash on an activity in progress, mark the Show Progress checkbox. To change the amount of vertical space between activity boxes in the Activity Network, specify a spacing factor that is a percentage of the height of activity boxes in the Activity Network table. To change the horizontal space between activity boxes in the Activity Network, specify a horizontal spacing factor that is a percentage of the width of activity boxes in the Activity Network table. Copy from another Activity Network layout With an Activity Network layout displayed in the Activities window, click the Layout Options bar, then choose Activity Network, Activity Network Options. Click Copy From. Select the Activity Network layout whose attributes you want to copy. Click Open.
In the Activity Network, when you select a data item for grouping, the hierarchy on the left side of the window contains the WBS so you can filter activities according to the hierarchy.

Save an Activity Network layout You can save the Activity Network layout as an .ANP file to use later or email to another project user. To save an Activity Network layout, click the Layout Options bar, then choose Activity Network, Save Network Positions. Open a saved Activity Network layout To open the saved layout, click the Layout Options bar, then choose Activity Network, Open Network Positions. Select the file and click Open.

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Modifying Resource and Activity Usage Profile Settings
The Activity Usage Profile displays a time distribution of activity units and costs in a Bar Chart format. You can customize all aspects of this display, and you can also filter the information it contains. The Resource Usage Profile displays a time distribution of resource units and costs in relation to activities in a Bar Chart format. You can also customize and filter the settings for this layout. You can customize Resource and Activity Usage Profiles in several different ways. Select the type of information you want to display, change the timescale, and/or customize the bars and background.
You can also click this button to display the Resource Usage Profile in the bottom layout.

Click the Display Options bar and choose Show All Projects to show data for all projects. If you do not choose this option, only data for open projects are shown. To move the legend, click and hold the mouse button, and drag the legend anywhere in the Profile.

When showing all projects, resource distributions are calculated at the resource level. When showing open projects, calculations are made at the activity assignment level.

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Format resource data settings Display the Resource Usage Profile in the bottom pane of the Activities window. Click the Layout Options bar, choose Show on Bottom, Resource Usage Profile. Next, click the Display Options bar for the Resource Usage Profile, and choose Resource Usage Profile Options. Click the Data tab, then specify the type of data to display in the profile and the way it will be represented. You can also right-click in the Resource Usage Profile area and choose Resource Usage Profile Options. The data options differ slightly depending on whether you are showing data for all projects or only open projects.
Mark to display past period actual values (rather than actual to date values). If projects are summarized by financial period (which is controlled by an administrative setting), this option is ignored. Click Help in this dialog box for more detailed information.

hoose the type of information to display in the profile.

Mark the checkbox for each type of cost/unit value to display. Determine whether you want to show these data by date (as a bar) or as a curve representing cumulative value. Select the color for each bar/curve. When showing all projects, mark to show resource/role limits, available units, and overallocation. Mark to show allocation limit and overtime when showing open projects only.

For detailed instructions on customizing Activity and Resource Usage Profiles, refer to the Help.

You can also show the limit and overallocation when displaying open projects only. You can only show the planning limit when displaying data in units.

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The Resource Usage Profile displays past period actual data for the Actual, Show Overallocation, and Show Available Units options if you choose the option to Display Actual using Financial Period data.

When showing all project data, choose how to display remaining unit or cost distributions for early and late dates. Format the resource data settings for the stacked histogram Display the Resource Usage Profile in the bottom pane of the Activities window. Click the Layout Options bar, choose Show on Bottom, Resource Usage Profile. Next, click the Display Options bar and choose Stacked Histogram. Then click the Display Options bar and choose Resource Usage Profile Options. Click the Data tab, then specify the type of data to display in the profile and the way it will be represented. You can also right-click in the Resource Usage Profile area and choose Resource Usage Profile Options.

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Mark to display past period actual values (rather than actual to date values). If projects are summarized by financial period (which is controlled by an administrative setting), this option is ignored. Click Help in this dialog box for more detailed information.

Choose the type of information to display in the profile. Choose to show one total curve or individual curves representing cumulative value in the color selected for each resource filter. Add a filter to select the resources to include in the profile. Select a pattern and color for each resource filter. Use the arrow keys to arrange the order you want to display the resource filters in the stacked histogram.

In the profile, the legend displays the resource filter/group name as specified in the options.

For detailed instructions on customizing Stacked Histograms, refer to the Help.

Double-click on the individual bar to display the value for each resource/role group for the selected time period.

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Format resource graph settings Click the Graph tab. Mark the checkbox next to each time unit (major or minor) for which you want to display a vertical line in the background. Choose the type of horizontal line you want to display for each number along the side of the profile, then select the line color. If the option is available, mark the Show Legend checkbox to display a legend for the profile’s bars. To display the profile’s bars in 3D, mark the 3D Bars checkbox. To change the profile’s background color, click Background Color and select a new color. To divide the timescale into increments you specify, mark the Calculate Average checkbox. Specify the Unit of Measure for the timescale increments.
Options when Stacked Histogram is selected for the Resource Usage Profile.

Specify the value the module will use to divide the timescale interval totals. Or, display the division increment based on the increment specified in the User Preferences for the corresponding date interval.

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For more information about setting user preferences, see “Setting User Preferences” on page 49.

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Set user preferences for resource analysis Click Preferences in the Resource Usage Profile Options dialog box to specify whether to include data from open and closed projects, or only the projects currently open in the module, when calculating remaining units and costs. (Closed projects are any projects in the enterprise project structure (EPS) that are not currently open in the module.) For data displayed in the Resource Usage Profile, Resource Usage spreadsheet, tracking layouts, and time-distributed P6 Web Access charts, specify the following: • • • choose to use remaining or forecast start and finish dates to display resource units and cost values select the interval at which live resource and cost calculations are performed choose to display role limits based on custom role limits defined in the Roles dictionary or based on the limit defined for each role’s primary resource

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Format activity data settings Display the Activity Usage Profile in the bottom pane of the Activities window. Click the Layout Options bar, Show on Bottom, Activity Usage Profile. Click the Display Options bar for the Activity Usage Profile, choose Activity Usage Profile Options. Click the Data tab. Mark the checkbox next to each type of filter you want to use to select the data included in the profile. Then, select the pattern that will be used to display each data type. Mark the Total checkbox to display the total cost. Select more than one filter to see a combination of values in the Activity Usage Profile.
Choose the type of information to display in the profile. Mark to display past period actual values (rather than actual to date values). If projects are summarized by financial period (which is controlled by an administrative setting), this option is ignored. Click Help in this dialog box for more detailed information. Mark the checkbox for each type of cost/unit value to display. Determine whether you want to show these data by date (as a bar) or as a curve representing the cumulative value. Select the color for each bar/curve. Mark the checkbox for each type of cumulative curve to display. Select the color for each curve.

The Activity Usage Profile displays past period actual data for the Actual bar and curve and the Planned Value, Earned Value, and Estimate at Completion curves if you choose the option to Display Actual and Earned Value using Financial Period data.

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Format activity graph settings Click the Graph tab. Mark the checkbox next to each time unit (major or minor) for which you want to display a vertical line in the background. Mark the checkbox next to the type of horizontal line you want to display for each number along the side of the profile. Then select the line color. To display a legend for the profile’s bars, mark the Show Legend checkbox. To display the profile’s bars in 3D, mark the 3D Bars checkbox. To change the profile’s background color, click Background Color and select a new color. To display the timescale in increments you specify, mark the Calculate Average checkbox. Specify the Unit of Measure for the timescale increments.

Specify the value the module will use to divide the timescale interval totals. Or, display the division increment based on the increment specified in the User Preferences for the corresponding date interval.

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Customizing Reports
In this chapter:
Reports Overview Opening Reports Creating and Modifying Reports Using the Report Editor Adding Data Sources and Rows to Reports Adding Text Cells to Reports Sorting Report Data Sources Customizing a Report with the Report Editor: an Example Using Report Groups Setting Up Batch Reports

Reporting is a key part of monitoring a project and communicating its progress to team members and executive management. This chapter discusses how to open standard reports, create new reports, and modify existing reports. It also describes how you can organize reports in hierarchical groups. Refer to “Printing Layouts and Reports” on page 509 for instructions on setting page and print options, previewing and printing layouts and reports, and publishing layouts and reports in HTML format.

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Reports Overview
You can create new reports, or modify existing ones, using the Report Wizard or Report Editor. A large library of standard reports is provided for your use. The Report Wizard enables you to create a wide variety of complex reports very rapidly using a wizard-style interface. You can also use the wizard to modify reports created using the wizard. The Report Editor is a “what-you-see-is-what-you-get” (WYSIWYG) report writer that allows you to group, sort, filter, and roll up project information. You can also display time distributions for units and costs, and include graphics and HTML links in reports. Use the Report Editor to modify and custom tailor reports created in the Report Wizard. The report icon shows whether it was created in the Report Wizard or the Report Editor.

Indicates the reports were created using the Report Wizard Indicates the reports were created using the Report Editor

After you create a report, you can preview, print, or save it to a text or HTML file. Saving the report to a file enables you to import data to a spreadsheet program, e-mail it, archive it, or publish it on a Web site.

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Project Management . Click to build reports using the Report Editor. or delete these groups. You can also use the Reports window to export and import reports to and from other module installations. Reports. Reports. Print single or batch reports. modify. Report Groups. Each report can belong to one report group. To add. Click the Display Options bar to sort and filter the reports listed in this window and to define screen fonts and colors. and delete global and project reports. Reports. Primavera . Reports can be global or project specific. choose Tools. Open the Reports window Choose Tools.Customizing Reports 475 Opening Reports Use the Reports window to create. edit. run. Click to easily create ad hoc reports.

sort. it will be saved in the selected report group. Using the Wizard. you can select multiple subject areas for the report. To include a new report in a particular report group. select the report group in the Reports window before you start the wizard... . Primavera . Use the Report Editor to modify and custom tailor your reports according to your needs. sort. the changes made in the Report Editor will be lost. Report Wizard. For each selected subject area you can customize columns and apply group. click Finish. refer to the Help.. The Report Wizard quickly guides you through creating ad hoc reports and enables you to group.determines the additional subject areas available for the report. You can create and modify reports using the Report Wizard or Report Editor.Project Management . Use the Report Wizard to quickly create a report using the wizard interface.476 Part 5: Customizing Projects Creating and Modifying Reports For additional information about creating and modifying reports using the Report Wizard and Report Editor. If a report is modified using the Report Editor. Create a report with the Report Wizard Choose Tools. The subject area selected here.. When you finish creating the report. When you are finished defining the report parameters. and filter the data. and you decide to change it again using the Report Wizard. and follow the prompts. and filter options.

sort. and filter options. Click to change the name of a field as it appears on the report. Primavera .Project Management . You can customize columns and apply group.Customizing Reports 477 Select the subject area to configure.

Within the Report Editor. “Using the Report Editor”. Modify a report You can modify reports using the Report Wizard or the Report Editor. click Modify. click the new report icon and confirm your decision. you need to select an existing report first. refer to the next section. click the Wizard button.Project Management . select the name of the report you want to modify. click Modify. In the Reports window.478 Part 5: Customizing Projects For more information on using the Report Editor. If you do not want to modify your original report. To use the wizard. Click the New Report icon to create a blank report. You have now a blank report that you can customize. and confirm that you want to use the Report Editor. To use the Report Editor. Primavera . make a copy of it before you edit it with the Report Editor. Create a report with the Report Editor To create a blank report with the Report Editor. Once you select a report.

The Report Editor consists of the following main parts: Toolbar. select a report. or a cell. Left Margin. and organize report components. a row. Toolbar Ruler Left Margin Report Canvas Primavera . Report Canvas.Project Management . edit. The Report Editor allows you to create. and the right-click menu.Customizing Reports 479 Using the Report Editor The Report Editor is an elaborate tool that enables you to create highly customized. In the Reports window. where a report component may be a data source. then click Modify to open it with the Report Editor. Ruler. custom-tailored reports.

Primavera . The Add Text Cell button adds a text cell to the selected row. or category of information. The Add Data Source button adds a data source. Toolbar The New Report button deletes the displayed report’s settings and creates a new report. This button is available only if the selected report area is a Detail Area. The Add Row button adds a row to the selected area of the displayed report.Project Management . to the displayed report.480 Part 5: Customizing Projects Using the Toolbar The Toolbar provides shortcuts to the main functions of the Report Editor.

A red. Using the Left Margin The Left Margin helps you identify each data source and row.Customizing Reports 481 The Add Image Cell button adds an image cell to the selected row.Project Management . Using the Ruler The Ruler indicates the horizontal position of each report component. The Add Line Cell button dds a line cell to the selected row. The icon indicates rows that are part of a footer area. the Left Margin displays each row’s type in the upper-left corner of the row. The Report Wizard button allows you to modify the current report settings using the Report Wizard. Report settings configured by the Report Wizard will not be removed. To help you identify data sources. in the upper-left corner of the data source area. Using the Report Canvas The Report Canvas enables you to view each component’s position in the overall report. Launching the Report Wizard within the Report Editor removes any report settings that were added using the Report Editor. A blue. To help you identify rows. The Properties button allows you to define the selected report component's properties. vertical bar indicates your cursor’s position on the Report Canvas. shaded area indicates the position and width of the selected cell. Line cells contain horizontal lines only. The icon indicates rows that are part of a header area. The Report Canvas also provides visual cues that identify each component’s properties as follows: Primavera . You can also double-click a component. if any. The Print Preview button displays a preview of the displayed report. the Left Margin displays each data source’s name and grouping.

For example. you can refer to the icons that appear in the upper-right corner of the cell. double-click the cell. click the component. However. . or a cell that reports information related to the overall report. or a cell that contains text you specify. To view a component’s properties. . While the window is open. you can also use the Report Canvas to edit a report directly. double-click the component. or a cell that contains the name of a field you specify. Double-click a component to open the Properties window.indicates a Custom Text cell. If a data source is embedded.indicates a Field Data cell. or a cell that compiles and reports information from a field you specify.indicates a Variable cell. To view a cell’s properties. press ESC first to increase the scope of the selected area. if a text cell is selected.Project Management . if you cannot delete the selected component this way. You can also use the context sensitive help if you right-click on a component. . and press Delete again. Primavera .482 Part 5: Customizing Projects ■ Data sources are color-coded. press Esc. in a parent data source. Selecting a report component A blue border indicates the selected report component. Text cells are coded according to the type of data they report.indicates a Field Title cell. To determine a text cell’s type. To increase the scope of the selected area. then each data source displays in an original color. or settings. ■ Text cells that appear in red indicate that the cell’s properties either have not been defined or conflict with the properties of the data source that contains the cell. Deleting a component Some of the components you can delete by pressing the Delete button or choosing Delete from the right-click menu. you can select any component in the Report Canvas and modify its properties. pressing Esc selects the report row that contains it. To select a component. or nested. Pressing Esc again selects the data source that contains the row. rather than a specific data source. . Modifying properties In addition to viewing a report’s layout.

Customizing Reports 483 Adding Data Sources and Rows to Reports Use the Report Editor to add or remove data sources and rows. The Page Header Area may contain rows and cells. The Data Source Header Area may contain rows and cells.The Page Footer Area is different than the standard footer you specify in the Page Setup dialog box. The Report Canvas provides you the following main areas for data sources: Area Page Header Area Description Report components that appear at the top of each page of the compiled report. If the report contains a data source.Project Management . the standard footer appears at the bottom of the page. in the compiled report. If you specify a standard footer. the Detail Area indicates which information the data source compiles and the information’s layout in the compiled report. The Report Header Area may contain rows and cells. Primavera . after the report's Page Footer. followed by the report's Page Header. The Detail Area may contain data sources. If the report contains a data source. report components that appear before the data source’s records in the compiled report. The Report Footer Area may contain rows and cells. Report Header Area Data Source Header Area Detail Area Data Source Footer Area Report Footer Area Page Footer Area Report components that appear at the bottom of each page of the compiled report.The Data Source Footer Area may contain rows and cells. The Page Header Area is different from the standard header you specify in the Page Setup dialog box. The area where most report information is compiled. and cells. in the compiled report. Report components that appear after the compiled report's details and on the last page of the report only. rows. Report components that appear before the compiled report's details and on the first page of the report only. If you specify a standard header. report components that appear after the data source’s details in the compiled report. the standard header appears at the top of the page. The Page Footer Area may contain rows and cells. If the report contains a data source.

2 Click the Source tab. .484 Part 5: Customizing Projects You can only add a data source to a report’s Detail Area. then. click the gray Detail Area. or to another data source’s Detail Area. you can outline relationships between different types of information. The list of available categories reflects the data source you select from the Loop Through list. select the type of information you want to report in the new data source. in the Loop Through list. in the Loop Through list. For example. if you embed an activity data source in a WBS data source. the compiled report will list activity information according to WBS.Project Management . 2 Click the Source tab. then click . click the Group By arrow. or adding data sources to other data sources. The list of available data sources reflects the new data source’s relationship to the parent data source. then select a grouping category. then. Add data sources to reports 1 In the Report Editor. To group the data source’s information according to a related category. Primavera . select the type of information you want to report in the new data source. Embed data sources By embedding data sources. then click You can also use the right-click menu on the Detail Area. 1 Click the Detail Area of the data source in which you want to embed the new data source.

select 0. the data source’s report components if the data source does not produce any records. then select a grouping category. mark the Hide If Empty checkbox. parent data source records from the compiled report. click the Group By arrow. The list of available categories reflects the data source you select from the Loop through list. or exclude. To include all hierarchy levels. mark the Organize Hierarchically checkbox. 6 To hide. specify a number in the Max level field. 3 Select when you want to insert page breaks in the compiled report. if its children data sources do not produce any records.Customizing Reports 485 To group the data source’s information according to a related category. Primavera . 4 To specify the number of hierarchy levels you want to include in the compiled report. 2 Click the Source tab. 7 To hide.Project Management . This includes the data source’s header and footer. Define layout options for data sources 1 Double-click the data source whose layout options you want to define. mark the Hide Record If No Children checkbox. The Organize Hierarchically checkbox is available only if the data source reports hierarchical information. The Max level field is available only if the data source reports hierarchical information. or exclude. 5 To report information in hierarchy order.

press Esc. Primavera . To change the row’s background color. click a cell in the row. then press Delete. or amount of vertical space. 3 Click the Row tab. the row will occupy in the compiled report.486 Part 5: Customizing Projects The Report Editor does not display the actual height. To view the row’s actual height in the compiled report. then choose Copy (or Cut). 2 Right-click the report area where you want to paste the copied/cut row. 2 Click . click a cell in the row. Add rows to reports 1 In the Report Editor. click the report area to which you want to add a row. To delete a row that contains cells. Remove rows from reports Right-click the row you want to remove. then click . press Esc. Copy (or cut) and paste rows 1 Right-click the row you want to copy (or cut) and paste. then press Ctrl+C to copy or Ctrl+X to cut.Project Management . then choose Paste. click Color. To copy/cut a row that contains cells. then select a new color. then type the height of the new row. then choose Delete. click Print Preview.

Select the type of cell you want to add to the report. Report name and page number are examples of Variable type information. Field Title cells contain the name of a Project Management module field you specify. Examples of field titles are WBS Code and Activity Name. Field Title cells are helpful when you want to add a label to a column or another text cell. Variable cells report information related to the overall report. rather than a specific data source. and Custom Text cells.Customizing Reports 487 Adding Text Cells to Reports The Report Editor enables you to add four types of text cells to reports: Field Title cells. For example. Field Data cells compile and report information from a Project Management module field you specify. Primavera . if you add a Field Data cell that refers to the field WBS Code. Field Data cells. then the cell will report codes for WBS elements. Custom Text cells contain custom text that you specify.Project Management . Variable cells.

2 Click . 3 Click the Cell tab. Add variable or custom text cells to reports 1 In the Report Editor. see the preceding section. for a Field Data cell. select the row to which you want to add a variable or custom text cell. select Variable or Custom Text as the cell type. select the field whose information you want to compile and report in the cell. 2 Click . select the category of information that contains the field title you want to report in the cell. or type the custom text you want to appear in the cell. 2 Click Primavera . 4 Select the type of variable information you want to report in the cell. . 3 Click the Cell tab. select the row to which you want to add a field title or field data cell. Add field title or field data cells to reports 1 In the Report Editor.488 Part 5: Customizing Projects For more information about adding rows to reports. Add image cells to reports 1 In the Report Editor. 4 Select the field whose title you want to report in the cell for a Field Title cell. double-click the row to which you want to add an image cell. If the cell is part of a data source. then select Field Title or Field Data as the cell type.Project Management from the Image tab of the Properties dialog box. Field Title and Field Data are only functional when the selected report cell is within a data source.

Customizing Reports 489 3 Click Select Image. 5 In the Look in field. type the cell’s numeric width. 4 Select the drive that contains the image’s file. drag the cell’s edge to a new position. 2 Click the Image tab. You can also change a cell’s width directly in the Report Editor. To extend the cell across the entire row. Place your pointer over the cell’s left or right edge. select the file.Project Management . Define layout options for image cells 1 Double-click the image cell whose layout options you want to define. then click Load. double-click the folder(s) that contains the image’s file. then click the Image alignment arrow To use your mouse to drag the cell to the appropriate position in the row. 3 In the Width field. in the Relative Image Path field. When the pointer changes to a double-headed arrow. 1 Double-click the image cell whose HTML settings you want to define. then click Open. mark the Stretch Image checkbox. select Right. Primavera . type a location and name for the copied image file. Copying an image file allows you to maintain a stable HTML directory for the report. then click Select Image. The Report Editor supports BMP and JPG files. 2 Click the Image tab. select None. Define HTML settings for image cells The Project Management module enables you to specify how you want to include an image in a report if you compile the report to an HTML file. or the distance you want the cell to occupy between the report’s left and right margins. then type the cell’s left indent in the Left field. select Center. To position the cell flush against the right margin. select Left. 6 Click OK. To expand the image to the size of the selected image cell. If the cell’s alignment is Center. relative to the report’s HTML directory. To position the cell relative to the left margin. you cannot enter the cell’s width. To copy the image’s file.

Define layout options for line or text cells 1 Double-click the line or text cell whose layout options you want to define. select the row to which you want to add a line cell. click the Cell tab. then select the cell alignment. then click the Line alignment arrow. Referencing an image’s file is helpful when the image’s content frequently changes. Place your pointer over the cell’s left or right edge.490 Part 5: Customizing Projects To reference the image’s file.Project Management . 2 Click . mark the Reference Image Instead checkbox. then specify the number of lines to include in the new line cell. click the Line tab. 2 To define options for a line cell. drag the cell’s edge to a new position. To define options for a text cell. You can also change a cell’s width directly in the Report Editor. Primavera . select None. To use your mouse to drag the cell to the appropriate position in the row. rather than copy the file. 3 Click the Line tab. then type the location and name of the image’s file in the Relative Image Path field. When the pointer changes to a double-headed arrow. Add line cells to reports 1 In the Report Editor.

then click Borders. Add borders to text cells in reports 1 In the Report Editor. or the distance you want the cell to occupy between the report’s left and right margins. across the entire row. 2 Click the Cell tab.Project Management . double-click the text cell to which you want to add borders. select Right. then type the cell’s left indent in the Left field. select Left. 3 Type the cell’s numeric width. Format text in text cells 1 Double-click the cell whose text you want to format.Customizing Reports 491 To position the cell relative to the left margin. select Center. Primavera . Cell borders always appear in black. you cannot enter the cell’s width. To position the cell flush against the right margin. or line. 3 Mark the appropriate checkboxes to add borders to the cell. Clear the appropriate checkboxes to remove the cell’s borders. You cannot change the color of a cell’s borders. To extend the cell. If the cell’s alignment is Center.

Blue) and HLS (Hue. Luminescence. then click OK. click the color you want to apply. then click Color. To apply a custom style to the cell’s text. select a new font style. Change a text cell’s background color 1 Double-click the text cell whose background color you want to change. 2 Click Add to Custom Colors. To apply a style to the cell’s text. Saturation) fields. To select a color from the Basic Colors palette. You can use the Color dialog box to either select a color from the Basic Colors palette or define a custom color with the color spectrum. To define a custom color 1 In the color spectrum. Green. select a new alignment. Clear this checkbox to disable the HTML link for the cell. You can also type the color’s numeric values in the RGB (Red. then click OK. 2 Click the Cell tab. Primavera . then click Custom Font to select new formatting options.492 Part 5: Customizing Projects 2 Click the Cell tab. select Custom as the font style. click the color you want to apply to the text cell. under Basic Colors.Project Management . To change the position of the cell’s text relative to the cell’s left and right edges. then drag the slider at the right of the dialog box to adjust the color’s attributes.

6 To create a link to a specific frame in the Web page. type the name of the frame.Project Management . then the Link Suffix field will provide both the filename and extension of the file you wish to link to. The list of available objects and fields reflects the type of information reported by the cell’s row. and a field from the Link Object and Link Field lists. Primavera . To disable the link if a specific field does not produce any records in the compiled report.com/’. If Enable Link Field is marked. for example ‘http:// www. the Enable Link Field checkbox and the Link Suffix field will be used to generate the actual filename and extension you wish to link to. 4 If you want each report record to be a hot-link to another file. for example ‘. If the Enable Link Field checkbox is not marked.foo. for example ‘foo. mark the Enable Link Field checkbox. if the Enable Link Field checkbox is marked.html’. 2 Click the appropriate tab for the type of cell for which you want to add the link: Cell tab for text cells or Image tab for Image cells. 5 Type the suffix of the Internet address to which you want the selected cell to link.Customizing Reports 493 The Link Prefix field will most likely be the URL prior to the file you wish to link to. Select an object. then click HTML links. Add HTML links to image or text cells 1 Double-click the cell to which you want to add an HTML link. mark the Disable Link If Empty Value checkbox. if the Web page uses frames. The URL is built as follows: [Link Prefix]+[Link Field]+[Link Suffix]. or category of information. 3 Type the Internet address of the Web page to which you want the selected text cell to link. Both Link Prefix and Link Suffix are used to build the URL link for the text or image cell. or type the prefix of the Internet address to which you want the selected image cell to link. then the URL is built like this: [Link Prefix]+[Link Suffix]. then the Link Object and Link Field fields will determine the filename and the Link Suffix field will provide the extension of the file you wish to link to.html’. If Enable Link Field is not marked. Likewise.

double-click the folder(s) that contains the image’s file. then press Ctrl+V. Primavera .Project Management . 4 Select the drive that contains the image’s file. then choose Delete. click . then click Open. Remove background images from reports 1 In the Report Editor. the image to fill the report’s background area. the Project Management module positions the image in the upper-left corner of the report page. 3 Click Load. Add background images to reports 1 In the Report Editor. then choose Copy (or Cut). select a cell in the row. then click Background Image. 2 Right-click the row in which you want to paste the copied cell. then click OK. click . then click Background Image. the Project Management module tiles.494 Part 5: Customizing Projects If the background image is smaller than the report’s page. Remove cells from reports Right-click the cell you want to remove. Copy (or cut) and paste cells 1 Right-click the cell you want to copy (or cut). or repeats. then choose Paste. then excludes those areas of the image that do not fit within the report’s right and bottom margins. If the background image is larger than the report’s page. press Esc. 2 Click the Report tab. 2 Click the Report tab. select the file. 5 Under Look In. 3 Click Clear. To paste the cell to a row that contains other cells.

To sort by additional objects and fields. click Add. Click OK. then click Edit. then click Delete. select a sort row. To change a data type’s position in the sort order. 3 Select the field by which you want to sort the data source’s records. and edit a report’s sort order by changing the sort settings for one or more of the report’s data sources. ■ ■ ■ Primavera . 4 To sort records in ascending order.Customizing Reports 495 Sorting Report Data Sources You can sort a report’s records by applying a sort order to one or more of the report’s data sources. Edit sort orders for reports Double-click the data source whose sort order you want to edit. then click the appropriate arrow button. then click Add. then type the sort criteria. then change the field’s position in the sort order. select the row. To delete a field from the sort order. To sort records in descending order. ■ To add a new field to the sort order.Project Management . 5 Click OK. The list of available sorting fields reflects the sort object you select from the Sort by Object list. Sort a report 1 Double-click the data source whose records you want to sort. repeat steps 2 through 4. choose Descending. click the Source tab. To edit a sort row’s sort object or field. choose Ascending. if necessary. 2 Click the Source tab. select its sort row.

To view the original report. select the ‘PP-01 EPS. we use the Report Editor to customize a report. The original report. Project Details’ report under the report group Project/ WBS details. originally created with the Report Wizard.496 Part 5: Customizing Projects Customizing a Report with the Report Editor: an Example In this example.Project Management . depending on your project data should be similar to this: Primavera .

Project Status. To customize the original report in the Report Editor: 1 In the Reports window. Project Details). d) The new column. the same report has the following layout: b) Only projects that have more than one activity are displayed. 3 Click Paste. Primavera . displays only if the Risk Level is ‘High’ or ‘Very High’. select the original report created in the Report Wizard (PP-01 EPS. c) Double line separator. the field is highlighted in red. so you can remember which one is customized. 2 Click Copy.Project Management . 4 Double-click the name of the copied report and rename it. a) Sorted by Strategic Priority order. c) If Risk Level is ‘High’ or ‘Very High’.Customizing Reports 497 After customizing.

click Modify. a warning appears that you are about to modify the report.. You may want to filter the data source to show projects that have more than one activity. The Properties window displays. The Report Editor displays.. Primavera .Project Management . Since the original report was created in the Report Wizard. regardless how many activities they contain. . Confirm your decision by clicking the Yes button. Filtering and sorting the data source The current report displays all projects. You may also want to sort these projects by Strategic Priority. To filter and sort the data source: 1 Double-click on the Data Source Header Area.498 Part 5: Customizing Projects 5 While the new report is selected.

button. Click to edit the filter criteria for the data source.. 4 Set the filter criteria to show data only if the Total Activities is greater than one. Click to sort the source data by a field.. 2 Click the Edit filter.Customizing Reports 499 The selected tab shows what component’s properties you can modify currently. The current filter criteria displays all Project and EPS nodes but filters out the WBS nodes. Primavera . 3 Click Add.Project Management .

The Report Canvas does not display the actual height. 10 Close the Properties window by clicking the x at the top right hand corner. 6 Click OK. 9 Click OK. To create a new filter line.500 Part 5: Customizing Projects 5 Change the (Any of the following) logical operator to (All of the following). and then modify its properties. To view the report's vertical spacing and your progress. or amount of vertical space. 11 Click the preview icon to view the current report. you can copy/ paste an existing one. you can always click the preview icon to view the report. 8 Select Project for the Sort by Object field and Strategic Priority for the Sort by Field.Project Management . Primavera . each report component will occupy in the compiled report. 7 Click the Add button on the Properties window to sort the data source.

To add a new filtered column 1 Select the row that you want to add the new column. you can set the exact position and size here. and the Cell field to Project Status. now showing the Cell properties.Customizing Reports 501 Adding a new filtered column To display the project status. Primavera . You may want to show the Project Status field only if the Risk Level is ‘High’ or ‘Very High’. The row is highlighted in blue. 3 Set the Cell Object to WBS. The Properties window displays. You may want to set the cell properties to adjust position and alignment as well.Project Management . If you accidently moved or resized a cell. 2 Right-click the row and choose Add Text Cell. you have to add a new column to the report.

Make sure you set the logical operator to (Any of the following). These cells are Custom Texts. copy/paste (Ctrl+C/ Ctrl+V) it. ‘Very High’ to ‘High’. Primavera . they show exactly what you type in the Custom Text field. To quickly create the second filter condition.Project Management . select the first one first. Custom Texts do not display data. 5 Click OK. 6 Close the Properties window. The window title displays the scope of the filter. 7 Add a header. Note that this time the filter criteria apply to this cell only and not to the whole report. then simply move it to the right and edit its properties.502 Part 5: Customizing Projects 4 Click the Edit filter and set the filter criteria to display the cell only if the Risk Level is ‘High’ or ‘Very High’. then change the value. or you can copy/paste the Strategic Priority cell first. titled ‘Project Status’ to the new column. You can either follow the steps above to add this header to the Project Status column. In this case. The new column should display only if the Risk Level is ‘High’ or ‘Very High’. 8 Click the Preview icon to view the current report. the filter applies to the selected Cell.

to change the color to red.. Since the Properties window is still open. It may speed up your work with setting properties of different components on the screen. Primavera . Do not close the Properties window yet. 5 Set the Font Style to Custom. 7 Click the Edit filter.Customizing Reports 503 Highlighting the Risk Level field You may want to call attention to projects that have a risk level of ‘High’ or ‘Very High’ by displaying the field value in red. 3 Copy the cells from the first row and paste them into the second one. Make sure you click the row and not a cell in the row... You can work on the Report Canvas while the Properties window is still open. since we created two rows with the exact same data. 4 Double-click the Risk Level cell in the second row. it should display the Row tab now. you see double records. 6 Click the first row in the Detail Area. and click Custom Font. To highlight the Risk Level field in red: 1 Select the Detail Area. 2 Choose Add Row from the right-click menu.Project Management . 8 Set the filter criteria to display data only if the Risk Level is not equal to ‘High’ or ‘Very High’. It is not possible to change the property of a field at run-time but the following tip may help to achieve the same result.. on the Row tab. If you preview the report now.

12 Close the Properties window and preview the report. except the Risk Level color. This condition allows to display the selected row only if the condition is true. Since all the cells are the same in the two rows. In this case.504 Part 5: Customizing Projects 9 Click OK. 11 Click Edit filter. 10 Click the second row in the Detail Area. if the Risk Level is neither ‘High’ or ‘Very High’. the second row displays. The conditions we set for the rows allow us to show only one row at a time. the first row displays.Project Management . and set the filter criteria to show data only if the Risk Level equals to ‘High’ or ‘Very High’. it seems as if the cell was highlighted in the report. If the Risk Level is ‘High’ or ‘Very High’. Primavera . the data displays only in this row if the Risk Level is not equal to ‘Very High’ or ‘High’.

If you preview the report now.. double-click the Line Cell under in the Page Header area. it should resemble to the layout we wanted to achieve. and confirm that you want to save the current report. Primavera . instead of a single line under the column headers..Project Management . and set the number of lines to two. button on the Reports view. You can now run the report by clicking the Run Report. Working with lines Lines are displayed in Line Cells. Close the Report Editor. Click the Help button on the dialog box to open the context sensitive help. To modify line properties.Customizing Reports 505 For specific details refer to the help. You may want to use a double line.

Reports. then click the Browse button in the Report Group field at the bottom of the Reports window. then type the name of the new report group. Each report can belong to one report group. Click to list report groups in ascending or descending order or as a hierarchy. Report Groups. Select the report you want to add to a report group. Reports. Add a report group Choose Tools. Reports. Click to move groups up and down and to indent/outdent to denote hierarchy level. Assign a report to a report group Choose Tools. then click Select.Project Management .506 Part 5: Customizing Projects Using Report Groups Report groups are a hierarchical way to organize global and project reports. Select the group to which you want to add the report. Primavera . Also use this field to remove the selected report from a report group and/or reassign the report to a different report group. Report groups can have multiple levels. Click Add.

Batch Reports.Customizing Reports 507 Setting Up Batch Reports Batch groups allow you to run a series of reports at one time. A report can have only one batch group assignment. Click Close.Project Management . click Run Batch. Select the reports you want to assign to this group and click the Assign button. When you are finished assigning reports. then click OK. Click to run the batch report. Batch Reports. Add reports to a batch report group Choose Tools. then type the name of the new group. Run a batch report From the Reports window. Click Add. Primavera . click the Close button. Create a batch report group Choose Tools. Choose Global or Project. Reports. select the batch you want to print. Reports. Select the batch report group. then click Assign. Select the batch report.

every two weeks. Specify a number in the Job # field to indicate the sequence in which the service should be performed. Add a separate job service for each batch report you want to run. Select Batch Reports in the Service Type field. or monthly on a day and time you specify.508 Part 5: Customizing Projects Run a batch report as a service Choose Tools. You must have the appropriate access rights to set up job services. You can suspend a service at any time by selecting Disabled in the Status field. The Job Service does not interact with the module client when running jobs. Primavera . select Enabled to activate the batch report service. if more than one service is listed. Click to select the projects/ EPS nodes for which you want to run the batch report. schedule when the service should be run: every day at a specific time. Select the batch report you want the job service to run. or weekly. In the Status field. Type a brief description of the service in the Job Name field.Project Management . In the Run Job area on the Job Details tab. Job Services. then click Add. All jobs are run on the server on which the Job Service is installed.

This chapter discusses how to define page settings (such as page orientation. and header/footer settings). and print them (including how to convert them to Web reports). preview layouts/reports. margins. .509 Printing Layouts and Reports In this chapter: Defining Page Settings Previewing Layouts and Reports Printing Layouts and Reports Publishing Layouts and Reports in HTML Format Printing layouts and reports for distribution is an effective way to communicate project data.

510 Part 5: Customizing Projects Defining Page Settings You can customize printed layouts and reports in a number of ways. and paper size. Primavera . click the Page Setup button. Define page settings From the Print Preview window.Project Management . Click the Page tab to set orientation. specify a percentage in the Adjust To field. Portrait orientation prints vertically on the page. To increase or reduce the number of pages to be printed horizontally and vertically. This option is available for layouts only. choose Fit to. customize header and footer settings and change margins for the printed page. landscape orientation prints horizontally on the page. To increase or reduce the size of the printed layout/report. For example. Use Print Preview to see the number of pages the layout will span. scaling. Choose this option to compress spacing by specifying the number of pages. then specify a value in the Pages Wide field.

then specify font settings and click OK. Global variables include portfolio properties (earliest project start. Type or select the amount of sections to divide the header or footer into. Click to change the font. such as your company logo. and so on). Select a global variable and click Add.Printing Layouts and Reports 511 Set page margins Click the Margins tab. Select the height of the header/footer. earliest data date. Do not modify any text between square brackets [ ]. Select when you want to print the header/footer. In the Text/Logo section.Project Management . add text to the header or footer by typing directly in the selected tab. then specify the values for each margin. Click to add a logo to the selected section. Add headers and footers You can customize the header and footer. Click the Header or Footer tab. You can also insert a graphic. Primavera . in the header or footer.

Primavera . In the Add Text section. If you change the report page setup from the Print Preview dialog box. such as your company logo.Project Management . click the Picture button. Choose Revision Box to allow space in the header/footer to be able to enter dates. Specify the layout and spacing options and click OK. choose Text/Logo for the selected section. Add a logo to a header or footer Click the Header or Footer tab. Choose Text/Logo to add text variables or a logo. The logo image is displayed in the Header or Footer Sample area. Click the Browse button in the Picture dialog box. If displaying the Gantt Chart in your layout.512 Part 5: Customizing Projects In the Define Header/Footer section. you can choose to display the Gantt Chart Legend in the header or footer. To save changes to the report page setup permanently. mark the Show Section Divider Lines checkbox to display lines between each section of the header or footer. approvals. in the Define header/footer section. Define the values you want to insert in the header or footer. then select a filename and click Open. the changes will be applied only to the current printing. make the changes from the Properties palette in the Report Editor. and revision information.

Mark this checkbox if you want each group printed on its own page. you may want to group your activities by resource and distribute a printout to each individual.Project Management . Primavera . For example. The Options tab contains different options when printing reports.Printing Layouts and Reports 513 Specify layout options Use the Options tab to select the layout areas and timeframe to include in the printed layout.

scroll through it one page at a time. To preview a report. Click to select the default printer.Project Management . display the layout in the Activities window. click to print it. Choose Print Preview.514 Part 5: Customizing Projects Previewing Layouts and Reports The Print Preview option enables you to review the layout or report before sending it to a printer. When you are satisfied with the look of the layout/report. Click the Zoom In button in the toolbar to zoom in on details and the Zoom Out button to zoom back out. then click Run Report. Click to zoom in and out of the displayed page. select the report you want to preview. and the total number of pages in the layout/report. and orientation. Open Print Preview To preview a layout. Primavera . then click OK. in the Reports window. The status bar indicates the size at which the layout/report is currently magnified. the number of the page that is currently displayed. paper size. then choose File. or move to the end of the layout/report. the pointer changes to a magnifying glass. As you move your mouse over the Print Preview window. Print Preview. Use these buttons to move to the beginning of the layout/report.

see “Publishing Layouts and Reports in HTML Format” on page 517. Primavera . or printing them to ASCII text files (reports only). Print a layout To send a layout directly to your printer.Project Management .Printing Layouts and Reports 515 Printing Layouts and Reports You can print layouts and reports by sending them directly to a printer. For an ASCII text file. Click Run Report. You can also publish a report to an HTML file through Print Preview. You can also click the Print button from the Print Preview window. Print. then choose File. specify a name and location for the saved file. 2 For HTML and ASCII files. select the name of the report you want to print. open the layout you want to print. you can also specify the character to use to separate fields and text. Print a report From the Reports window. For more information. 1 Select the destination for the report. 3 Click to run the report. publishing them as HTML files.

Click to adjust the features and settings provided by the selected printer. other than the current default for the operating system.Project Management . Print Setup. Choose. The printer settings will remain the same until you log out.516 Part 5: Customizing Projects Selecting a Printer You can select a printer. to print your layouts and reports. File. Primavera .

4 Click Save. 1 Click the Publish button. 3 Type a name for the file.Project Management . 2 Select the drive and folder where the file should be stored.Printing Layouts and Reports 517 Publishing Layouts and Reports in HTML Format Use Print Preview to publish layouts and reports as HTML files and post them to a Web site to share with other project team members. Primavera .

Project Management .518 Part 5: Customizing Projects The layout/report opens in your Web browser. Primavera .

customize the appearance of the Web pages on the project Web site. and publish activity and tracking layouts as HTML pages. .519 Publishing a Project On the Web In this chapter: Project Web Site Overview Publishing a Project Web Site Customizing the Appearance of a Project Web Site Publishing Activity and Tracking Layouts To share project data. you can publish project plans in HTML format using the Project Web Site Publisher. This chapter describes how to publish project data to a Web site in HTML format.

Project Management . Primavera . to other pages in the structure. . or Navigation. or jumps.. The Project Web Site layout is divided into three panes.. The upper pane contains a navigation toolbar for quick access to the various sections of the Web site. Using a Web browser.and the details for the selected element are displayed in the right pane. Select the data to view in the left. publish project plans to a project Web site that can be accessed by anyone via the World Wide Web or only employees on your office intranet. users can then view project documents that contain hypertext links. A project Web site enables users to browse a project plan at a high level and then quickly view more detailed information about specific project data. pane..520 Part 5: Customizing Projects Project Web Site Overview To share project data between company offices local or worldwide. allowing them to move between projects and reports and from page to page within a report..

roles. select a work product or document and view the document’s details and WBS and activity assignments. and risks. Also view reports.Project Management . The level of detailed information that can be viewed depends on the information you choose to publish. System requirements Refer to the Administrator’s Guide for system requirements for your Web server. and the selected report or layout is displayed in the right pane. activity codes. Primavera . The list of reports or layouts appears in the left pane. resource hierarchy. issues. and tracking layouts in the project Web site. select a resource in the left pane and view the resource’s information and activity assignments in the right pane.Publishing a Project On the Web 521 Navigate a project Web site using the project’s work breakdown structure (WBS). Similarly. For example. work products and documents outline. activity layouts.

Publish a project Web site Open the project you want to publish. The Web site name and description appear on the Web site opening (or splash) screen. as well as the project reports and layouts included.522 Part 5: Customizing Projects Publishing a Project Web Site When publishing a project Web site. Move the mouse over a checkbox to view a description of it here. Choose a folder that contains no existing files. If all checkboxes are cleared. Project Web Site. Type the location of the Web site files. Choose Tools. Click the Topics tab to determine the detailed data to publish to the Web site.Project Management . you control the level of detail published. Primavera . Mark the checkbox next to each type of information to include. only WBS data are published. Click the General tab to specify general information about the Web site. Mark to preview the Web site in your Web browser after creating the files. Publish.

Click the Reports tab to select existing reports to publish to the project’s Web site. Click Publish to create the project Web site. Primavera . Define activity layouts in the Activities window and tracking layouts in the Tracking window. Mark to include the selected activity and tracking layouts on the project’s Web site.Project Management .Publishing a Project On the Web 523 Click the Graphics tab to select existing activity and tracking layouts to publish to the project’s Web site. Reports are defined in the Reports window. Mark to include the reports on the project’s Web site.

. then type a new name. then click Edit Scheme. Click OK. You may want to create a copy of the default scheme and then make your changes to the copy. or default.. you can also customize the scheme or create a new scheme.Project Management . Click the General tab.. Primavera . Click Save As.then select the icon file and location. Web site scheme to build your project Web site. Click to specify the Web site icon. Project Web Site. Publish.. Customize a Web site scheme Choose Tools. Select a Web site element from the Item field and modify its settings. .524 Part 5: Customizing Projects Customizing the Appearance of a Project Web Site Use the standard.

For activity layouts: ■ ■ The timescale begins on the date defined by the selected layout. Primavera . They are a picture of your project only. These layouts are not linked to any project Web site that you may have created previously. Activity Layouts. Select the layout and click the Select button. Click Open. Activity layouts are not interactive. Tracking layouts are not interactive. The columns displayed in the Web pages are defined by the selected layout. They are a picture of your project only. ■ For tracking layouts: ■ The elements displayed in the Web pages are defined by the selected layout. which can be posted to a Web site or your corporate intranet.Publishing a Project On the Web 525 Publishing Activity and Tracking Layouts You can also save individual activity and tracking layouts as HTML files.Project Management . ■ Publish an activity layout Choose Tools. Specify the location and name of the HTML file to which the layout will be saved. Publish.

Publish. when the Web site is published.Project Management .526 Part 5: Customizing Projects Publish a tracking layout Choose Tools. If you clear the Include in Project Web Site checkbox in the Graphics tab of the Publish Project Web Site window. Select the layout and click the Select button. Primavera . Tracking Layouts. Specify the location and name of the HTML file to which the layout will be saved. activity and tracking layouts are saved as HTML files without being linked to the project Web site. Click Open.

Part 6 Importing and Exporting Data In this part: Linking the Project Management and Contract Manager Modules Transferring Data to Other Project Management Module Users Transferring Methodology Data Transferring Data Using Microsoft Project Files Transferring Data Using Microsoft Excel Files Transferring Data Between P3 and the Project Management Module Transferring Data to Primavera Contractor Users .

read “Transferring Data to Primavera Contractor Users.x projects to Project Management module format. “Linking the Project Management and Contract Manager Modules” describes how to link Project Management module projects to and from the Contract Manager module.” To transfer data using Microsoft Excel. To export methodologies from the Methodology Management module and import them into the Project Management module.” To transfer data between the Project Management module and Microsoft Project. read “Transferring Data Using Microsoft Excel Files. Primavera’s proprietary exchange format. or vice versa. “Transferring Data to Other Project Management Module Users” describes how to use XER. read “Transferring Data Between P3 and the Project Management Module. to back up or exchange project/resource/role data between project management databases. refer to “Transferring Methodology Data.” To export project or resource data for use with Primavera Contractor.his part describes how to exchange Project Management module data with other applications. read “Transferring Data Using Microsoft Project Files. You can also use XML to backup and exchange projects between project management databases.” To convert Primavera Project Planner (P3) 3.” T .

529 Linking the Project Management and Contract Manager Modules In this chapter: Linking the Project Management Module to Contract Manager Linking a Project Management Project to a Contract Manager Project Importing Contract Manager Data to a Project Management Module Project Primavera’s Contract Manager module (formerly known as Expedition) is a contract management and project administration tool. the Activity Codes dictionary. cost information. and import data. You can also view Contract Manager documents associated with your project’s activities and. From the Project Management module.0 or higher. if your organization is set up to access Contract Manager version 9. This chapter explains how to link the Project Management and Contract Manager modules. you can view project-level Contract Manager information in P6 Web Access. . link projects.5 or later) to update schedule dates. and the Costs Accounts dictionary. you can set up access to Contract Manager and create a link to import Contract Manager data (version 8.

the default port number is 443. For example: https://10.x or higher.Project Management . Link to Contract Manager Use the Admin Preferences dialog box to set up a link with Contract Manager and choose the Contract Manager product version you are connecting to. Primavera . but you do not have to enter it.14. then choose the version you are connecting to. Refer to the “readme. including the default port number. the default port number is 80.14. If you are not going to use port 80.189:443. Mark the Enable Link to Contract Manager Module checkbox. you must enter the port number (or name or IP address). If connecting to Contract Manager 9. at the end of the URL. For https. You must always enter the port number. you must first create a link between the Project Management module and Contract Manager (formerly known as Expedition). the SSL library must be loaded.12.12. For example: http://10. type the URL and port number to the Contract Manager Web server. Admin Preferences.168:110.x and higher For http. Click Close.530 Part 6: Importing and Exporting Data Linking the Project Management Module to Contract Manager To connect the Project Management module to a Contract Manager HTTPS:/ / URL. then click the Options tab. To set up access to Contract Manager data.txt” file located in the \Documentation\Technical Documentation\Connect P6 to a Contract Manager HTTPS URL folder of Primavera installation located in the \Documentation\<languag e> folder of the P6 physical media or download. Choose Admin. When connecting to Contract Manager 9.

Primavera . Edit Admin Preferences and Categories.Linking the Project Management and Contract Manager Modules 531 To create a link between the Project Management and Contract Manager modules. you must have the required security privilege.Project Management .

mark the 'Allow this project to link with a Contract Manager Project' checkbox. If you choose for users to log in without being prompted. the Group Name and Project Name appear as separate fields. Type the name of the Contract Manager database and project you want to link to your project.x or higher. then display project details.5 and above) to the right of the Group Name:Project Name field to choose the Contract Manager project to which you want to link your project.5 (Expedition). To link your project to a Contract Manager project. If the Contract Manager tab is not displayed. Select the project to which you want to link a Contract Manager project.532 Part 6: Importing and Exporting Data Linking a Project Management Project to a Contract Manager Project Once the link between the Project Management and Contract Manager modules is established. Connecting to version 9. On the Contract Manager tab. Edit Contract Manager Link. as shown in the following image. right click on a tab at the bottom (for example. Projects. Choose whether users are prompted for a user login and password when retrieving Contract Manager data. If you are connecting to Contract Manager version 9. Click the browse button (in version 9. and move Contract Manager into the Display Tabs section. General) to display the Project Details dialog box. Primavera . type a login name and password. If you are connecting to Contract Manager version 8. you must have the project privilege. creating a link between your project and a Contract Manager project additionally enables users to view Contract Manager data in Project Workspace portlets in P6 Web Access. Link to a Contract Manager Project Choose Enterprise.Project Management .x or higher also enables users to launch Contract Manager from P6 Web Access. you can then create a link from your project to an Contract Manager project to enable users to import and view Contract Manager data in the Project Management module.

A link from within Contract Manager enables you to review dates from the project schedule to see how schedule delays or other factors affect the project. For more information on creating a link from Contract Manager. you can additionally create a link from a Contract Manager project to a Project Management project schedule. the Select Project Manager Project popup menu will display for you to select the project. you will be prompted to enter the Contract Manager Name and Password. From Contract Manager. If an identical username and password already exist in both Contract Manager and Project Management module.Linking the Project Management and Contract Manager Modules 533 If an identical username and password do not already exist in both Contract Manager and the Project Management module. Primavera . please refer to the Contract Manager User’s Guide.Project Management .

and linking a Project Management project to a Contract Manager project.Project Management . Click Yes to save any changes you made to the import settings or No to discard changes. Before data is imported. and dictionary data you want to import. Click Commit Changes to import the data. Importing Contract Manager data To import Contract Manager project data. Select the types of schedule. Click Close. Primavera . Click Import. click Yes and specify a filename and location.534 Part 6: Importing and Exporting Data Importing Contract Manager Data to a Project Management Module Project After linking the Project Management and Contract Manager modules. cost. you can import specific types of Contract Manager data to the Project Management module. Choose File. the Contract Manager Import Report is displayed listing all the information that will be imported to your project. To save the report to a log file. open the Project Management project to which you want to import data. Import from Contract Manager.

but the value assigned to the activity does not match the imported value.Project Management ■ . CNTR. The Cost Accounts dictionary is available to all projects in the Project Management module. the activity is assigned the code value Yes to indicate that the item is a submittal.54 (Expedition) data. Bid Package. The No. Primavera . the imported code or value is added to the dictionary. BIDP. All items in the Cost Worksheet are imported as cost accounts and placed under a root node having the same name as the imported Contract Manager project. and ISSB. When you import the Submittal Activity code. The Abbreviation and Company Name columns are used as the code value and description.54 (Expedition) data. If the code exists but the value does not. respectively. For Contract Manager 8. The Responsibility code is imported from the Contacts subsection of the Project Information section. The Cost Code and Title columns are imported as the Cost Account ID and Cost Account Name. respectively. and Description columns are used as the code value and description. these activity codes are referred to as RESP. respectively. Project activity codes The Responsibility. Contracts. ■ Cost accounts Cost codes in Contract Manager are imported to the Cost Accounts dictionary. ■ ■ How activity codes are imported If the code or value does not exist. Cost information Cost information from Contract Manager is imported as Expenses for activities. ■ Global activity codes The Spec Section code is available to all projects in the Project Management module.Linking the Project Management and Contract Manager Modules 535 Import considerations This section details how the Project Management module imports data from Contract Manager. this activity code is referred to as SPCS. the value is added to the dictionary. For Contract Manager 8. The Contracts code is imported from the Contracts and Purchase Orders subsections of the Contract Information section. and Submittal activity codes are imported as project activity codes. it is created. If the activity does not exist. If the code and value exist. respectively. the value on the activity is overwritten.

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and resources. roles. . Project data can also be exchanged between Project Management and other applications in XML format. resource. This chapter describes how to use the Export and Import wizards to share project information. Primavera’s proprietary exchange format. and role data can be transferred from one Project Management or Methodology Management module to another by exporting and importing XER files.537 Transferring Data to Other Project Management Module Users In this chapter: Exporting Projects Exporting Roles or Resources Importing Projects Importing Roles or Resources Project.

0 and more recent versions. With the appropriate access. and role information developed using the Primavera suite of project management tools. For more information on Primavera ProjectLink. The Contractor XER format is supported to import data from Contractor 4. When you do export an MSP-managed project. Methodology Management module. You should not use the Export wizard to back up your entire database. you can export secure codes and secure code assignments to XML format.Project Management . export the project as an XER file. the project contained in the XER file is no longer considered MSP-managed. for use within the Project Management module. regardless of the database type on which it runs. resource. located in the \Documentation\Technical Documentation\Data Mapping Docs folder located in the \Documentation\<languag e> folder of the P6 physical media or download. Primavera .0 and subsequent versions into PM 6.PDF file. refer to Primavera’s Administrator’s Guide. The XER format supports all project data. If you want to make backup copies of a project. while the XML format does not. and P6 Web Access.2. which can be used with any other Project Management module installation. you cannot export them to XER format. but not to XML format. For information about the tables and fields that are converted in XER format. For more information about secure codes.538 Part 6: Importing and Exporting Data Exporting Projects For information about importing XER and XML files. Timesheets and baselines are not exported when you export project data. however. You can transfer project data between Project Management and Methodology Management application as XER files or XML files. see “Importing Projects” on page 547. The Export wizard allows you to export Project Management projects to other applications. click Help on the Primavera ProjectLink toolbar in Microsoft Project (available only if Primavera ProjectLink is installed). then store the exported file. Primavera ProjectLink users can export a Microsoft Project (MSP)-managed project to XER format. The Primavera PM/MM XER file format enables you to export data between PM and MM release 5. Primavera's proprietary format (XER) supports all project. see the XERPROJECTS.

A checkmark represents that a particular format is better suited for that functionality. Functionality Data formats XML is an industry-standard format. XML does not. XML XER Primavera . Job Service XER supports scheduling exports on a regular basis as services. to a single XER file.Transferring Data to Other Project Management Module Users 539 Differences Between XML and XER Export Formats The following table compares the features and benefits of both formats for exporting project data between Project Management modules. XML exports only one project at a time to a separate XML file. Multiple projects XER supports exporting multiple projects at once.Project Management . while XER is proprietary.

then click Next.540 Part 6: Importing and Exporting Data Exporting Projects in XER Format Select export type and projects Open the projects in the Project Management module that you want to export.Project Management . Choose File. Choose Primavera PM/MM (XER). Choose Project as the export type. Primavera . then click Next. Export.

Project Management . Lists only projects that are currently open in the Project Management module Specify filename and location Type a name for the XER file.Transferring Data to Other Project Management Module Users 541 Clear the Export checkbox next to each project that should not be exported. the file is stored in the My Documents folder of the current user. To specify a different location to store the file. Primavera . then click Next. click the Browse button. Click Finish to export the project to a single file with an XER extension. If you do not specify a folder.

You can suspend a service at any time by selecting Disabled in the Status field. Select Export in the Service Type field.Project Management . then click Add. select Enabled to activate the export service. if more than one service is listed. Type a brief description of the service in the Job Name field. or weekly. All jobs are run on the server on which the Job Service is installed. Job Services. In the Status field.542 Part 6: Importing and Exporting Data Export projects as a service With the XER format. you can export projects as a service. Primavera . every two weeks. projects are exported every day at 5pm. Mark to log information about the service to a file you specify. You must have the appropriate access rights to set up job services. In this example. or monthly on a day and time you specify. In the Run Job area on the Job Details tab. schedule when the service should be run: every day at a specific time. Click the Job Options tab to select the projects/EPS nodes you want to export. The Job Service does not interact with the Project Management client when running jobs. Choose Tools. Specify a number in the Job # field to indicate the sequence in which the service should be performed.

If multiple projects are open.Transferring Data to Other Project Management Module Users 543 Exporting Projects in XML Format Select export type and project Open the project that you want to export in the Project Management module. Choose Primavera PM (XML). Choose File. You can select only one project when exporting to XML format. then click Next.Project Management . Lists only projects that are currently open in the Project Management module Primavera . Export. Then click Next. select the Export checkbox next to the single project that you want to export.

the file is stored in the My Documents folder of the current user. Primavera .Project Management . click the Browse button. If you do not specify a folder.544 Part 6: Importing and Exporting Data Specify filename and location Type a name for the XML file. To specify a different location to store the file. Click Finish to export the project to a single file with an XML extension.

located in the \Documentation\Technical Documentation\Data Mapping Docs folder located in the \Documentation\<languag e> folder of the P6 physical media or download. You might want to choose this option to include existing roles or resources in a new database. When you export roles and resources.PDF or XERROLES. refer to Primavera’s Administrator’s Guide. Choose Primavera PM/MM. Primavera . Export roles or resource data In the Project Management module. Choose Resource Only or Role Only as the export type. secure codes and secure code assignments related to the roles and resources are not exported. The Project Management module enables you to export only the roles or resources in your enterprise resource hierarchy to XER files.PDF. choose File. For more information about secure codes. see XERRESOURCES.Transferring Data to Other Project Management Module Users 545 Exporting Roles or Resources For information about the tables and fields that are converted. Export. then click Next. then click Next.Project Management .

Click to select the location where the file will be stored. If you do not specify a folder. To specify a different location to store the file.546 Part 6: Importing and Exporting Data Type a name for the XER file. Primavera . Click Finish to export the roles or resources to a single file with an XER extension. click the Browse button. the file is stored in the My Documents folder of the current user.Project Management .

XER files exported from version 5.0. located in the \Documentation\Technical Documentation\Data Mapping Docs folder located in the \Documentation\<languag e> folder of the P6 physical media or download. You might want to use these methods to quickly restore one or more projects. you cannot import them to XER format. For more information about secure codes. You can transfer project data to the Project Management module as XER files (Primavera proprietary exchange format) or XML files.PDF file.Project Management . You can also use a command line (batch) interface to import XER files. 5. For information about the tables and fields that are converted in XER files. When you import project data. including timesheets and baselines.1 can be imported into P6 Project Management version 6. some restrictions apply when importing activity resource assignments.Transferring Data to Other Project Management Module Users 547 Importing Projects For information on exporting project data. Primavera . see “Exporting Projects” on page 538. some data is not imported. or from Primavera Contractor 4. You can use the Import wizard to bring XER or XML files into the Project Management module. regardless of the database type on which it runs. however. If resource security is enabled in the Project Management module. refer to Primavera’s Administrator’s Guide. For information on importing material resources. see the XERPROJECTS. You can import secure codes and secure code assignments to XML format.2.0 and subsequent versions of the Project Management module. which can be used with any other Project Management module installation. if you have the correct access. and 6. The Import wizard guides you through the steps for importing projects. Refer to the Help for more details. see “Importing Roles or Resources” on page 567.1.

Security is never bypassed when updating data. XML rolls back the data. Replace Existing Project. This ensures that other users are not changing data during the import process. Functionality Security XML always enforces individual user security settings. If an import action for a specific transaction fails before all data is committed. the import is stopped. Exclusive Project Access XML always opens a project as exclusive. Work Shift Handling XML replaces any existing work shifts. Create New Project. Committing Data XML will not commit partial data. XML supports only Update Existing Project and Create New Project. XER allows updates to all data if you have the Import Global Data security privilege set.Project Management XML XER . Broad Range of Actions XER supports the full range of import actions. XER tries to insert work shifts. global and project-specific imports are treated as separate transactions. if it is not possible to continue while ignoring data. the import will try will continue and ignore data that a user should not have access to. and will stop the import if it cannot gain exclusive access. and never violates your security restrictions. Ignore this Project. XER can end up with partial commits of data. XER accesses projects as shared. including Update Existing Project. Primavera . which can potentially corrupt your shift definitions. If there is a security conflict.548 Part 6: Importing and Exporting Data Differences between XML and XER Import Formats The following table compares the features and benefits of both formats for importing project data between Project Management modules. which means other users can update data in the middle of the import process. and Add into Existing Project. A checkmark represents that a particular format is better suited for that functionality.

Version Checking XER checks project versions while importing. XML does not.Project Management . and ensures you cannot import projects older than 2 prior releases. from a single XER file. Documents XER supports importing documents that are not stored in the content repository. such as work products and other documents. XML XER Primavera . if there is a version incompatibility.Transferring Data to Other Project Management Module Users 549 Functionality Resources and Roles XER supports importing resources and roles. XML does not. instead. bad data is ignored. XML imports only one project at a time from a separate XML file. Multiple projects XER supports the import of multiple projects at once. XML does not.

550 Part 6: Importing and Exporting Data Importing Projects in XER Format with the Import Wizard Select import type and file In the Project Management module. choose File. Import. then click Next. then click Next. Choose Project as the import type.Project Management . Choose Primavera PM/MM (XER). Primavera .

If a project with the same name already exists in the current installation of the Project Management module. External dependencies with projects you did not export are also preserved. Primavera . Specify import project options An XER file can contain data from several projects. the relationships between the projects are preserved.Project Management .Transferring Data to Other Project Management Module Users 551 Click the Browse button to select the file you want to import. If you include more than one project in an XER file. Click Next. the Match checkbox next to it is marked. The first column in the Import Project Options dialog box lists all the projects included in the XER file.

You can further define how data should be updated when matches occur. All currently open projects are listed. double-click the Import Action field next to each project. Create New Project The existing project’s data remains the same. past period actual values are not imported. Baselines and timesheets assigned to projects are deleted when you select the Replace Existing Project import option. If you choose any other option. ■ Ignore this Project The project is not imported in the Project Management module. The imported project is appended to the selected WBS. You must select the Create New Project option if you want the Project Management module to import past period actual data. Select the project to update in the Import To field. then select one of the following options: ■ Update Existing Project The existing project is updated with any new/modified data in the XER file. Click the Import To field. adds new data if the record does not exist. If you select the Create New Project option. See “Choose update project options” on page 553. then select a specific WBS level within an existing project. For example. Click the Import To field to select where the new project will be placed in the EPS. past period actual data will only be imported if the defined financial periods are exactly the same in both databases. ■ ■ Replace Existing Project The existing project is deleted and replaced with the project imported from the XER file. if you are creating a new project from the existing project.552 Part 6: Importing and Exporting Data To prevent data in the project management database from being overwritten when you import the file. Add Into Existing Project You can merge the project you are importing within an existing project. A number is appended to the end of the project name. you can rename the project. the new project is named AUTO1. A new project is created. Select the project to be replaced in the Import To field. When the import is complete. AUTO.Project Management . ■ Primavera .

only one configuration can be used to import the file. if you choose to create a new project. Primavera .Project Management . Click to customize the layout configuration. regardless of the import option you select. The Update Project Options dialog box appears. however. You can create and save several different configurations. The options specified in the layout determine how the Project Management module handles data in the import file that matches data in the database. you still must select a configuration for importing global data. Select Yes in the Use field next to the configuration you want to use. Click to create a new layout configuration.Transferring Data to Other Project Management Module Users 553 Choose update project options Click Next to select a layout configuration to use when importing project data. For example.

then click Modify. but are not included in the import file. their relationships. do not check Delete for activities if the Project Management module project you are updating contains WBS Summary tasks. activity relationships. if several activities are defined in the project you are updating. thresholds. Mark to delete specific items that are in the project being updated. The import of activities. For example.554 Part 6: Importing and Exporting Data Modify a layout configuration The options specified in a layout configuration determine how data is updated when projects are imported. mark the checkbox in the Delete column to remove the activities from the project being updated. activities. To modify these options. The Modify Import Configuration dialog box lists the data types for which you can set options. Primavera . all three are updated automatically. and activity resource assignments. relationships to external projects. If the XER file you are importing was exported from Primavera Contractor. but they are not included in the file to be imported. If you choose to delete activities. select the layout in the Update Project Options dialog box. the WBS Summary tasks will be deleted. Mark the Delete checkbox next to a data item to remove data that exists in the project you are updating. For example.Project Management . but is not included in the file you are importing. if you choose to update one of these items. The Delete field applies only to risks. and their resource assignments is dependent on one another. Global data types are not affected by this setting.

The action you choose for importing the items in the Activity Data Type group are dependent on each other. otherwise. Primavera . If you manually plan future period assignments to activities. adds new data for all records in the import file. choosing this option adds the calendar to the project you are updating while preserving the original calendar in the updated project.Project Management . adds new data if the record does not exist. if the project you are importing does not contain manually-planned future period assignment values and the project you are updating does contain manually-planned future period assignment values. ■ ■ ■ Do Not Import Retains data in the existing project and does not import the updated data. Choosing the Insert New option will result in duplicate records after import when the same record exists in both the existing project and the import file. Insert New Retains data in the existing project and does not overwrite them with updated data from the import file. the manually-planned future period values will be lost when the same assignment exists in both projects. Update Existing Overwrites data in the existing project with updated data. if the same calendar is present in the import file and the existing project. manually-planned future period assignment values may be lost. if you are updating an existing project with imported data and you choose to import activity resource assignments. even if the same record exists in the project you are updating. For example. For example. adds new data if the record does not exist. be sure to select the appropriate import action when importing data. Therefore. future period assignment values that exist in the project you are importing will overwrite future period assignment values in the project you are updating. if you choose to update existing relationships. For example. you must also update existing resource assignments and activities associated with the relationships.Transferring Data to Other Project Management Module Users 555 Select one of the following in the Action field to indicate how the data type is updated: ■ Keep Existing Retains data in the existing project and does not overwrite it with the updated data.

Click Next. Click the Browse button to select a currency that matches the one found in the import file. Currencies). then click Finish to import the project. Primavera . You must mark the Delete field to remove the original relationship type of finish to start. or if the currency does not match a currency defined in the Project Management module. the import process results in Activity 100 with both the finish to start relationship and the start to start relationship when you do not mark the Delete field. you must choose to Update Existing and mark the Delete field for activity relationships.556 Part 6: Importing and Exporting Data The action for activity data types are dependent on one another. the Currency Type dialog box appears. Click Next. Select a currency If the import file does not specify a currency. a new relationship will be added. If you import a project that has Activity 100. If a relationship type was updated when the project was exported. The Activity Resource Assignments item under Activity Data Type includes role assignments. but the relationship type has been changed to a start to start type. Click OK to save changes to the modified layout configuration. The Delete field for these items can be independent. suppose you have Activity 100 with a finish to start relationship type.Project Management . to import the modified relationship type. For example. If your currency is not listed. otherwise. cancel the Import wizard and add the currency in the Currencies dialog box (Admin. You will not see this dialog box if the import currency is the same as the base currency.

see Primavera’s Administrator’s Guide. Import. you must have access to all resources. For more information on defining access to resources. Choose Primavera PM (XML). Select import type and file In the Project Management module. choose File.Project Management . Click Next.Transferring Data to Other Project Management Module Users 557 Importing Projects in XML Format with the Import Wizard To import XML files. then click Next. Primavera . Click the Browse button to select the file you want to import.

A new project is created. the new project is named AUTO1. A number is appended to the end of the project name. When the import is complete. To prevent data in the project management database from being overwritten when you import the file. You can further define how data should be updated when matches occur. Select the appropriate import action and click Next. double-click the Import Action field. All currently open projects are listed. then select one of the following options: ■ Update Existing Project The existing project is updated with any new/modified data in the XML file. Click the Import To field to select where the new project will be placed in the EPS. For example.Project Management . you can rename the project. See “Choose update project options” on page 553. Create New Project The existing project’s data remains the same. ■ Primavera . Select the project to update in the Import To field. AUTO. adds new data if the record does not exist.558 Part 6: Importing and Exporting Data Specify import project options An XML file can contain data from only one project. if you are creating a new project from the existing project.

The options specified in the layout determine how the Project Management module handles data in the import file that matches data in the database. Primavera .Project Management .Transferring Data to Other Project Management Module Users 559 Choose update project options Click Next to modify the layout configuration used when importing project data.

For example.560 Part 6: Importing and Exporting Data Modify a layout configuration The options specified in a layout configuration determine how data is updated when projects are imported. but is not included in the file you are importing. thresholds. but are not included in the import file. and activity resource assignments. then click Modify. select the layout in the Update Project Options dialog box.Project Management . Global data types are not affected by this setting. To modify these options. if several activities are defined in the project you are updating. activities. Mark to delete specific items that are in the project being updated. activity relationships. The Delete field applies only to risks. they are in XER import. but they are not included in the file to be imported. mark the checkbox in the Delete column to remove the activities from the project being updated. Primavera . External relationships are not treated as a separate data type in XML import. The Modify Import Configuration dialog box lists the data types for which you can set options. Mark the Delete checkbox next to a data item to remove data that exists in the project you are updating.

adds new data if the record does not exist and you have the appropriate security privileges. suppose you have Activity 100 with a finish to start relationship type. Update Existing Overwrites data in the existing project with updated data. to import the modified relationship type. Click Next. adds new data if the record does not exist. The Activity Resource Assignments item includes role assignments. Click OK to save changes to the modified layout configuration.Project Management . the import process results in Activity 100 with both the finish to start relationship and the start to start relationship when you do not mark the Delete field.Transferring Data to Other Project Management Module Users 561 Select one of the following in the Action field to indicate how the data type is updated: ■ Keep Existing Retains data in the existing project and does not overwrite it with the updated data. For example. If you import a project that has Activity 100. Insert New Retains data in the existing project and adds any new data items. a new relationship will be added. choose Insert New to add the new role to the existing project. You must mark the Delete field to remove the original relationship type of finish to start. Primavera . ■ ■ ■ If a relationship type was updated when the project was exported. but you don’t want to change the existing roles. you must choose to Update Existing and mark the Delete field for activity relationships. For example. otherwise. Do Not Import Retains data in the existing project and does not import the new or updated data. but the relationship type has been changed to a start to start type. if a new role was added in the XML file.

562 Part 6: Importing and Exporting Data Importing Projects in XER Format with the Command Line Interface You can use a Windows command line interface to import XER files. which also enables you to do so from a batch file or programmatically. you cannot update an existing project. the layout you want to use. and the XER file you want to import from. do the following: 1 Copy the file actiontemplate. they are created under the same EPS when you use the command line interface. If there are multiple projects in an XER file. by including multiple <action> nodes. To use the Windows command line interface to import an XER file.Project Management . When you import projects with the command line interface.xml from the \Support\CmndLineImport folder located in the \Documentation\<language> folder of the P6 physical media or download) and edit it to specify the EPS you want to import the project to. You can specify more than one import action in a single file. Primavera . you can create only new projects. You cannot filter out specific projects within an XER file.

The action to take while importing. The format being imported. <actions> <action> <type>import</type> <importFormat>XER</importFormat> <importType>PROJECT</importType> <importAction>CREATE</importAction> <importTo>EPS1</importTo> <importConfiguration>MyConfig1</importConfiguration> <importFile>c:\somefile1. you can leave some tags empty. Value must be PROJECT. Primavera .xml file that imports 2 XER files from the same script. Currently the only supported value is import. The type data being imported.Transferring Data to Other Project Management Module Users 563 The following is a sample actions. Values in bold are literal values you must enter as is. Required.xer</importFile> </action> <action> <type>import</type> <importFormat>XER</importFormat> <importType>PROJECT</importType> <importAction>CREATE</importAction> <importTo>EPS2</importTo> <importConfiguration>MyConfig2</importConfiguration> <importFile>c:\somefile2. Values in italics are samples that will vary with your configuration. as noted below.Project Management . All tags must appear in the file.xer</importFile> </action> </actions> Tag <type> <importFormat> <importType> <importAction> Description Required. The type of action to take. however. Value must be CREATE. Required. Value must be XER Required.

If you do not provide a name. the default EPS is used.564 Part 6: Importing and Exporting Data Tag <importTo> Description Optional. <importConfiguratio Optional. The full path to the XER file you want to import. The import configuration to use while n> importing.Project Management . Primavera . This name must exist in the destination database. This name must exist in the destination database. If you do not provide a name. <importFile> Required. The short name of the EPS element you are importing to. the default import configuration is used.

The full path for creating the log file that contains processing results. /actionScript=<path> The full path to the edited actions.Project Management .xml file. Must include the file name. Must include the file name. a batch file. 2 Close the PM module if it is running. See Microsoft. The username to log in to the PM module. the default is c:\<PM. For example.EXE /username=<name> [/password=<name>] [/alias=<name>] /actionScript=<path> [/logfile=<path>] Parameter /username=<name> /password=<name> /alias=<name> Description Required.xml file. issue a command in the following form from the folder where PM. If you do not specify a log file.Transferring Data to Other Project Management Module Users 565 Internationalization Notes If you include non-English characters in the actions. prior to the <actions> tag. Optional. to specify German or French encoding: <?xml version=”1.exe folder\PrimaveraCmdLineLog. use the chcp command to specify the appropriate language encoding. The password for the username. If you do not specify an alias. and use the XML encoding attribute to specify the language. the most recently accessed alias is used.txt Primavera . save the file as Unicode. 3 From the Windows command line.EXE is located: PM.com for details. /logfile=<path> Optional.0” encoding=”windows-1252”?> If you are using a batch file. if there is one for the username. or code. The name of an existing destination database alias. Optional.

If the command does not include all the required parameters.txt” Processing results are written to the log file. Invalid username or password.xml” /logfile=”c:\some folder\myLog.xml / logfile:c:\somefolder\myLog.EXE /username=admin /password=admin /alias=PMDB /actionScript=”c:\some folder\importprojects. XML file not found. Possible results are: Code 0 1 2 3 4 5 6 214783647 Description Success. Invalid action type (did not specify CREATE). Failure while processing the import action. including invalid characters.txt If any values include spaces.Project Management . the PM module opens. Primavera . enclose the value in double quotes (“”). Unhandled exception. Insufficient security privileges.EXE /username=admin /password=admin /alias=PMDB /actionScript=c:\somefolder\importprojects. Invalid alias.566 Part 6: Importing and Exporting Data For example: PM. Could include invalid or missing values in the xml file. or you can echo them to the command line interface. For example: PM.

Project Management .1 can be imported into P6 Project Management version 6.0.1. When you import roles and resources. The Project Management module enables you to import XER files that contain only roles or resources. XER files exported from version 5. Refer to the Help for more details. For more information about secure codes. or from Primavera Contractor 4. see XERRESOURCES. Roles and resources are defined at the global level. and 6. located in the \Documentation\Technical Documentation\Data Mapping Docs folder located in the \Documentation\<languag e> folder of the P6 physical media or download. some restrictions apply when importing resources.PDF or XERROLES. If resource security is enabled in the Project Management module. refer to Primavera’s Administrator’s Guide.2. You might want to choose this option to add new roles/resources to the resource hierarchy or overwrite the existing role/resource hierarchy.0 and subsequent versions of the Project Management module. secure codes and secure code assignments related to the roles and resources are not imported. 5. Primavera .Transferring Data to Other Project Management Module Users 567 Importing Roles or Resources For information about the tables and fields that are converted.PDF.

Choose to import Resource Only or Role Only data. For example. The data in the import file must match the type being imported. then click Next. Click Next. choose File. Primavera .Project Management .568 Part 6: Importing and Exporting Data Select import type and file In the Project Management module. Click the Browse button to select the file you want to import. Import. you cannot import resource data from an XER file that contains project data. Click Next. Choose Primavera PM/MM.

You can create and save several different configurations. Primavera . only one configuration can be used to import the file. The options specified in the layout determine how the Project Management module handles role or resource data in the import file that matches data in the database.Transferring Data to Other Project Management Module Users 569 Choose update role or resource options Click Next to select a layout configuration to use when importing role or resource data. however. Click to create a new layout configuration.Project Management . Select Yes in the Use field next to the configuration you want to use. Click to customize the layout configuration.

Insert New Retains roles/resources in the global dictionary and adds any new roles/resources. This field applies only to activities. To modify these options. then click Modify. Update Existing Overwrites roles/resources in the global dictionary with updated data. select the layout in the Update Role/ Resource Options dialog box. Double-click to select the action to take when duplicate data is encountered. resource data must be exported/ imported. risks. ■ ■ ■ Do Not Import Retains existing roles/resources in the global dictionary and does not import the updated roles/resources.570 Part 6: Importing and Exporting Data Modify a layout configuration The options specified in a layout configuration determine how data is updated when roles/resources are imported. and thresholds. The Modify Import Configuration dialog box lists the data types for which you can set options. Resource assignments to the roles are not included when exporting only roles. The Delete field does not affect the import of resources or roles. Primavera .Project Management . To maintain resource role assignments when selecting Insert New. adds new data if the record does not exist. relationships to external projects. Select one of the following in the Action field to indicate how the roles or resources are updated: ■ Keep Existing Retains roles/resources in the global dictionary and does not overwrite them with the updated data. adds new data if the record does not exist.

Primavera . or if the currency does not match a currency defined in the Project Management module. Select a currency If the import file does not specify a currency. Click the Browse button to select a currency that matches the one found in the import file. Click Next.Transferring Data to Other Project Management Module Users 571 Click OK to save changes to the modified configuration. cancel the Import wizard and add the currency in the Currencies dialog box (Admin. If your currency is not listed. You will not see this dialog box if the import currency is the same as the base currency. then click Finish to import the resources/roles.Project Management . the Currency Type dialog box appears. then click Next. Currencies).

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. export methodologies to the Project Management module as project plans. This chapter describes how to use the Export and Import wizards in the Methodology Management module to transfer methodologies between Methodology Management module users. and import a project from the Project Management module as a new methodology.573 Transferring Methodology Data In this chapter: Exporting Methodologies Exporting Roles or Resources Importing Methodologies Importing Projects as Methodologies Importing Roles or Resources Methodology data can be transferred between Project Management module users by exporting and importing XER files (Primavera proprietary exchange format).

574 Part 6: Importing and Exporting Data Exporting Methodologies For more information about importing methodologies as XER files. Although the wizards quickly can back up and restore one or more methodologies. Methodologies can be transferred from the Methodology Management module as XER files. regardless of the database type on which it runs. Use the Import wizard to bring XER files into the Methodology Management module. and used with any other Methodology Management installation. Choose Methodology as the export type. open the methodology that you want to export. then click Next. then click Next. Primavera’s proprietary exchange format. see “Importing Methodologies” on page 578. they should not be used to back up your entire database. Choose Methodology.Project Management . Primavera . Choose File. Use the Export wizard to export methodologies to XER files. Select export type and methodology In the Methodology Management module. Export.

the file is stored in the My Documents folder of the current user.Project Management . Click Finish to export the methodology to a single file with an XER extension. Type a name for the XER file. If you do not specify a folder. click the Browse button.Transferring Methodology Data 575 Specify filename and location. To specify a different location to store the file. Primavera .

then click Next. or . Choose to export Resource Only data. . or Role Only to export role data. then click Next. You may want to choose this option to include existing roles or resources in a new database. choose to export Role Only.576 Part 6: Importing and Exporting Data Exporting Roles or Resources The Methodology Management module enables you to export roles or resources in your enterprise resource hierarchy to XER files. then click Next. Export. Export roles or resource data In the Methodology Management module. In the Export Type dialog box. Primavera . choose File. . choose Resource Only to export resource data.Project Management .

the file is stored in the My Documents folder of the current user. To specify a different location to store the file. click the Browse button. If you do not specify a folder. Primavera . Click Finish to export the roles or resources to a single file with an XER extension.Transferring Methodology Data 577 Type a name for the XER file.Project Management . Click to select the location where the file will be stored.

then click Next and choose Methodology. see “Exporting Methodologies” on page 574. choose File. Click the Browse button to select the file you want to import. Choose Methodology.Project Management . Use the Export wizard to export projects to XER files. Primavera’s proprietary exchange format. regardless of the database type on which it runs. Click Next. Primavera .578 Part 6: Importing and Exporting Data Importing Methodologies For more information on exporting methodologies. The wizards quickly can back up and restore one or more methodologies Select import type and file In the Methodology Management module. Use the Import wizard to bring XER files into the Methodology Management module. Import. Methodologies can be transferred from the Methodology Management module as XER files. and used with any other Methodology Management installation.

Click Next. then select a specific WBS level within the methodology. Replace the Current Methodology The existing methodology is deleted and replaced with the one imported from the XER file.Transferring Methodology Data 579 Select the action to take with the imported data If you have a methodology open when you import. Choose one of the following actions. A new methodology is created.Project Management . you are prompted to choose an action. The imported methodology is appended to the selected WBS. then click Next: ■ Create a New Methodology The existing methodology’s data remains the same. Add into the Current Methodology You can merge the methodology you are importing within an existing methodology. This action is performed automatically if no methodology is open when you import. ■ ■ Primavera .

The options specified in the layout determine how the Methodology Management module handles data in the import file that matches data in the database. Select Yes in the Use field next to the configuration you want to use. you still must select a configuration for importing global data. Click to customize the layout configuration. The Update Methodology Options dialog box displays. You can create and save several different configurations.580 Part 6: Importing and Exporting Data Choose update methodology options Click Next to select a layout configuration to use when importing methodologies. Modify a layout configuration The options specified in a layout configuration determine how data is updated when methodologies are imported.Project Management . then click Modify. For example. if you choose to create a new methodology. To modify these options. select the layout in the Update Methodology Options dialog box. Primavera . however. Click to create a new layout configuration. regardless of the import option you select. only one configuration can be used to import the file.

■ ■ ■ Primavera . Select one of the following in the Action field to indicate how the data type is updated: ■ Keep Existing Retains data in the existing methodology and does not overwrite it with the updated data. if several activities are defined in the methodology you are updating. and risks. The Modify Import Configuration dialog box lists the data types for which you can set options. activity cores. but are not included in the import file.Transferring Methodology Data 581 Mark to delete risks. Update Existing Overwrites data in the existing methodology with data. but is not included in the file you are importing. mark the checkbox in the Delete column to remove the activities from the methodology being updated. For example. but you do not want to change the existing roles. adds new data if the record does not exist. Mark the Delete checkbox next to a data item to remove data that exists in the methodology you are updating. if a new role was added in the XER file. For example. Global data types are not affected by this setting. Do Not Import Retains data in the existing methodology and does not import the updated data.Project Management . adds new data if the record does not exist. Insert New Retains data in the existing methodology and adds any new data items. activities. choose Insert New to add the new role to the existing methodology. The Delete field applies only to activities. but are not included in the file to be imported. or activity cores that are in the methodology being updated.

the Currency Type dialog box appears. Click Next. You will not see this dialog box if the import currency is the same as the base currency. Click the Browse button to select a currency that matches the one found in the import file. then click Finish to import the methodology. cancel the Import wizard and add the currency in the Currencies dialog box (Admin. Primavera .582 Part 6: Importing and Exporting Data Click OK to save changes to the modified layout configuration.Project Management . Click Next. If your currency is not listed. or if the currency does not match a currency defined in the Methodology Management module. Currencies). Select a currency If the import file does not specify a currency.

To import a project as a methodology. For example.0 and subsequent versions can be imported into the P6 Methodology Management module. use the Import wizard in the Methodology Management module to bring XER files in as methodologies. XER files exported from Project Management 5. choose File. then click Next. Import. Select import type and file In the Methodology Management module.Project Management . Project data can be transferred from the Project Management module as XER files (Primavera proprietary exchange format) and imported as a methodology. the XER file must contain only the project you are importing. Primavera . Use the Export wizard in the Project Management module to export projects to XER files.Transferring Methodology Data 583 Importing Projects as Methodologies For more information on exporting project data. Choose Project. You can capture the best practices of a successful project by importing the project as a methodology. The data in the import file must match the format being imported. you cannot import a project from an XER file that contains only role or resource data. see the “Importing Projects in XER Format with the Import Wizard” on page 550. Choose Project as the import type. then click Next.

then select a specific WBS level within the methodology. A new methodology is created. Replace the Current Methodology The existing methodology is deleted and replaced with the one imported from the XER file. Select action to take with the imported data If you have a methodology open when you import.Project Management . The imported methodology is appended to the selected WBS. ■ ■ Primavera .584 Part 6: Importing and Exporting Data Click the Browse button to select the file you want to import. Click Next. This action is performed automatically if no methodology is open when you import. choose one of the following actions: ■ Create a New Methodology The existing methodology’s data remains the same. Click Next. Add into the Current Methodology You can merge the methodology you are importing within an existing methodology.

Primavera .Transferring Methodology Data 585 Select the source data for estimates You use either the actual effort and cost data from the project or the project’s planned data as the basis of the methodology’s effort and cost estimates. Select Yes in the Use field next to the configuration you want to use. however. You can create and save several different configurations. The options specified in the layout determine how the Methodology Management module handles data in the import file that matches data in the database. Choose update project options Click Next to select a layout configuration to use when importing project data. only one configuration can be used to import the file.Project Management .

Project Management . Primavera . To modify these options. you still must select a configuration for importing global data. Modify a layout configuration The options specified in a layout configuration determine how data is updated when projects are imported. Mark to delete risks. select the layout in the Update Project Options dialog box. or activity cores that are in the methodology being updated. but are not included in the import file. regardless of the import option you select. For example. Click to customize the layout configuration. activities.586 Part 6: Importing and Exporting Data The Update Project Options dialog box appears. Click to create a new layout configuration. then click Modify. if you choose to create a new methodology.

cancel the Import wizard and add the currency in the Currencies dialog box (Admin. Do Not Import Retains data in the existing methodology and does not import the updated data. the Currency Type dialog box appears. Global data types are not affected by this setting.Transferring Methodology Data 587 The Modify Import Configuration dialog box lists the data types for which you can set options. For example. mark the checkbox in the Delete column to remove the activities from the methodology being updated. Select one of the following in the Action field to indicate how the data type is updated: ■ Keep Existing Retains data in the existing methodology and does not overwrite it with the updated data. adds new data if the record does not exist. Select a currency If the import file does not specify a currency. Click the Browse button to select a currency that matches the one found in the import file. Click Next. Insert New Retains data in the existing methodology and adds any new data items.Project Management . Mark the Delete checkbox next to a data item to remove data that exists in the methodology you are updating. if several activities are defined in the methodology you are updating. choose Insert New to add the new role to the existing methodology. then click Finish to import the project. ■ ■ ■ Click OK to save changes to the modified layout configuration. but is not included in the file you are importing. Currencies). or if the currency does not match a currency defined in the Methodology Management module. activity cores. Click Next. The Delete field applies only to activities. adds new data if the record does not exist. Primavera . and risks. if a new role was added in the XER file. You will not see this dialog box if the import currency is the same as the base currency. For example. but are not included in the file to be imported. but you don’t want to change the existing roles. If your currency is not listed. Update Existing Overwrites data in the existing methodology with updated data.

588 Part 6: Importing and Exporting Data Importing Roles or Resources The Methodology Management module enables you to import XER files that contain only roles or resources. You may want to choose this option to add new roles/resources to the enterprise resource hierarchy or overwrite the existing role/resource hierarchy. then click Next. or Role Only to import role data. XER files exported from Project Management 5. Import. then click Next. Primavera .0 and subsequent versions can be imported into the P6 Methodology Management module.Project Management . Choose Resource Only to import resource data. Select import type and file In the Methodology Management module. Choose Resource Only or Role Only. Roles and resources are defined at the global level. choose File.

The options specified in the layout determine how the Methodology Management module handles role or resource data in the import file that matches data in the database. The data in the import file must match the format being imported. Choose update role or resource options Click Next to select a layout configuration to use when importing role or resource data. You can create and save several different configurations.Transferring Methodology Data 589 Click the Browse button to select the file you want to import. Select Yes in the Use field next to the configuration you want to use. Primavera . you cannot import resource data from an XER file that contains project data.Project Management . Click Next. only one configuration can be used to import the file. For example. however.

Click to customize the layout configuration.Project Management . risks. then click Modify. The Delete field does not affect the import of resources or roles. Primavera . Modify a layout configuration The options specified in a layout configuration determine how data is updated when roles/resources are imported. select the layout in the Update Role/ Resource Options dialog box.590 Part 6: Importing and Exporting Data Click to create a new layout configuration. and activity cores. To modify these options. This field applies only to activities. The Modify Import Configuration dialog box lists the data types for which you can set options. Double-click to select the action to take when duplicate data is encountered.

adds new data if the record does not exist. Currencies). Click the Browse button to select a currency that matches the one found in the import file. Select a currency If the import file does not specify a currency. Click Next. To maintain the resource role assignments when selecting Insert New. the Currency Type dialog box appears.Transferring Methodology Data 591 Select one of the following in the Action field to indicate how the roles or resources are updated: ■ Keep Existing Retains roles/resources in the global dictionary and does not overwrite them with the updated data. Resource role assignments are not included when exporting only roles. If your currency is not listed. Insert New Retains existing roles/resources in the global dictionary and adds any new roles/resources. resource data must be exported/ imported. Primavera . adds new data if the record does not exist. Update Existing Overwrites roles/resources in the global dictionary with updated data. then click Finish to import the roles/resources. cancel the Import wizard and add the currency in the Currencies dialog box (Admin. Click OK to save changes to the modified layout configuration.Project Management . Click Next. You will not see this dialog box if the import currency is the same as the base currency. or if the currency does not match a currency defined in the Methodology Management module. ■ ■ ■ Do Not Import Retains roles/resources in the existing global dictionary and does not import the updated data.

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Project Management shares data with Microsoft Project 2002. Microsoft Project is not required to be installed on the same computer as Project Management to import XML files.593 Transferring Data Using Microsoft Project Files In this chapter: Exporting Projects Exporting Resources Importing Projects from Microsoft Project Importing Resources from Microsoft Project Use the Microsoft Project import and export options to transfer project and resource information between the Project Management module and Microsoft Project 2002 or a more recent version. which integrate with third-party applications that support MPX versions 4. and 2007 via Microsoft Project XML files.0 and 4.1. 2003. . You can also use the Microsoft Project option to import or export MPX files. This chapter describes how to use the Export and Import wizards to share information using the Microsoft Project format.

MPP. Choose File. or XML formats. or XML format allows you to import the file into Microsoft Project. If you plan to exchange project data containing manual assignment values with Microsoft Project. referred to as manual curves. Choose Microsoft Project and select the type of file to which you want to export. To export manual assignment values to MPP format. The Export wizard guides you through the steps for exporting projects. Select export type and project In the Project Management module. MPP.PDF or MPXMAPPINGS. located in the \Documentation\Technical Documentation\Data Mapping Docs folder located in the \Documentation\<languag e> folder of the P6 physical media or download. Primavera . MPX files can also be imported into other software applications that support the MPX format.PDF.594 Part 6: Importing and Exporting Data Exporting Projects For information about the fields that are converted. you can achieve the most accurate conversion results using Microsoft Project 2003 or 2007. For additional export considerations regarding manual assignment values (manual curves). For more information on manually planning future period assignments. refer to the Primavera P6 Administrator’s Guide.Project Management . then click Next. refer to http://www. open the projects that you want to export. You can convert multiple projects at a time to MPX. For more information about secure codes. see MSPMAPPINGS.com/downloads. For more information. When you export project data. Microsoft provides a conversion utility to upgrade your to Microsoft Project 2002. you are required to have installed Microsoft Project 2000 or a subsequent version. refer to the Project Management module Help. The Project Management module does not export past period actual data to Microsoft Project. Export. are not imported to Project Management when using the Microsoft XML format.microsoft. refer to “Manually Planning Future Period Assignments” on page 235 or the Project Management module Help. The total actual units are imported and spread linearly. secure codes and secure code assignments related to the project are not exported. Microsoft's actual units for manual assignments. Exporting project data from Project Management to an MPX.

then click Next. The file formats displayed in the pull-down menu are based on the version of Microsoft Project you have installed on your computer. Manual curves are not imported to Project Management when using the Microsoft XML format.Project Management . Primavera . You are required have installed Microsoft Project 2002 or a subsequent version on your computer to export to MPP format.Transferring Data Using Microsoft Project Files 595 Microsoft Project’s MPX file format does not support resource curves. XML 2002/ 2003. Suspend and resume dates can only be exported to MPP format. it will cause MPP to be displayed in the list. If the projects you export contain resource curves or manual assignment values. You can export to MPX. Choose Project as the export type. such as manual curves. MPP. If a version of Microsoft Project or another application that supports the MPP format is installed. or XML 2007 formats. select a different export file format to retain these values.

Clear the Export checkbox next to each project that should not be exported. Click Next. the file is stored in the My Documents folder of the current user. Modify template options Add a new template or modify the existing template. all projects are selected in the Project to Export screen. Primavera .Project Management . Click to create a new template. which contains options for exchanging data with Microsoft Project. Click to customize the selected template.596 Part 6: Importing and Exporting Data By default. Double click in the Export File Name field if you want to change the name and location of the Microsoft Project file. If you do not specify a folder.

click the button. Mark to import Microsoft Project summary tasks as WBS summary activities. the following screen is displayed. In the Select a currency field. Primavera . If you previously selected to export to XML format. Select one of the 10 Microsoft Project baselines to export for planned and budgeted values. Selecting 0 indicates the current baseline. select the type of currency used for expressing project and activity costs.Project Management .Transferring Data Using Microsoft Project Files 597 Click the General tab in the Modify Template dialog box. In the Select Currency dialog box.

Selecting 0 indicates the current baseline. select the type of currency used for expressing project and activity costs. Mark the check box to summarize the project to the WBS level after the import. In the Select Currency dialog box. Primavera . click the button. In the Select a currency field.Project Management .598 Part 6: Importing and Exporting Data If you previously selected to export to MPP or MPX format. the following screen is displayed. Select one of the 10 Microsoft Project baselines to export for planned and budgeted values. Mark the check box to schedule the project after the import.

choose the text field to which to export the Activity ID from the Project Management module.Project Management . From the pull-down menu. If you choose not to export the Activity ID to a text field in Microsoft Project. the Project Management Activity ID is not exported to Microsoft Project. Mark to export activity IDs to Microsoft Project’s task field. in which case. In the Export section. the checkbox is not marked. Primavera .Transferring Data Using Microsoft Project Files 599 Click the Activity tab in the Modify Template dialog box. you can select up to 30 task IDs.

and activity notes fields in Microsoft Project.Project Management . These notebook fields can be exported to project. Primavera . and Activity notes are exported. only the notebooks selected for the Project. Mark to export all notebook topics defined in the Project Management module. then click the Notebook Topics tab). WBS. WBS.600 Part 6: Importing and Exporting Data Click the Notebooks tab in the Modify Template dialog box. Notebook fields are defined in the Project Management module in Admin Categories (choose Admin. Admin Categories. Otherwise.

activities.Transferring Data Using Microsoft Project Files 601 Click the Custom Field Mappings tab in the Modify Template dialog box. You can map custom fields defined for WBS. MPX and MPP formats have separate template options. then click Finish. select the user-defined field in the Project Management Field column. Click Next to review the settings for your export. WBS Summary activities in the Project Management module convert to Summary Tasks in Microsoft Project. To export your user-defined fields to a particular Microsoft Project field.Project Management . Click OK to save your modifications to the template. Primavera . projects. or activity resource assignments. resources.

PDF or MPXMAPPINGS. When you export resources. For more information about secure codes. see MSPMAPPINGS. refer to Primavera’s Administrator’s Guide. choose File. located in the \Documentation\Technical Documentation\Data Mapping Docs folder located in the \Documentation\<languag e> folder of the P6 physical media or download.PDF. Export resource data In the Project Management module. Export. The Export wizard guides you through the steps for exporting resources. MPX files can also be imported into other software applications that support the MPX format. then click Next. You can export resource data to MPX. The Project Management module enables you to export only the resources in your enterprise resource hierarchy. When you export the Project Management module’s resource data to MPX or MPP format. Choose Microsoft Project and select the type of file to which you want to export. You are required to have Microsoft Project 2002 or a more recent version installed on your computer to export to MPP format. secure codes and secure code assignments related to the resources are not exported. you can import the file into Microsoft Project.Project Management . Primavera .602 Part 6: Importing and Exporting Data Exporting Resources For information about the fields that are converted.

Project Management . Primavera . then click Next.Transferring Data Using Microsoft Project Files 603 Choose Resource Only as the export type.

Click to customize the selected template. the file is stored in the My Documents folder of the current user. Click to select the location where the file will be stored.Project Management . The template contains options for exchanging data with Microsoft Project. Primavera . If you do not specify a folder. if necessary. click the Browse button. To specify the location where the file will be stored.604 Part 6: Importing and Exporting Data Type a name for the MPX or MPP file. Modify template options Add a new template or modify the existing template. Click to create a new template.

Project Management . or to import a resource to be displayed under a specific resource in the Microsoft Project resource tree. update it.Transferring Data Using Microsoft Project Files 605 Click the Resources tab in the Modify Template dialog box. you can select to keep it in its current form. If an imported resource already exists. Primavera . Select to import the Resource ID by the resource’s name or initials. or include it as a new resource. Opens the Select Resource dialog box in which you can search for and select a specific resource under which to import a resource. to manage existing resources. Choose to import Microsoft Project fields by the resource’s name or initials.

606 Part 6: Importing and Exporting Data Click the Custom Field Mappings tab in the Modify Template dialog box. Primavera . Click Next to review the settings for your export. To export your userdefined fields to a particular Microsoft Project field.Project Management . Choose Resources from the drop down list. then click Finish to export the resources to a single file with an MPX or MPP extension. Click OK to save your modifications to the template. select the userdefined field in the Project Management Field column.

For more information about secure codes.Project Management . and 2007. 2003. review the export table in Microsoft Project before you generate the MPX file. Export.PDF or MPXMAPPINGS. assume you have a custom field mapped to the task field Start1. You are required to activate Microsoft Project the first time you are prompted. For users importing MPX files. the import will not be successful. You can import the following file types: ■ ■ ■ MPX files Microsoft Project or similar applications MPP files from Microsoft Project 2002 and 2003 MSP XML files from Microsoft Project 2002. Primavera . For example. you must add the Start1 field to the export table to accurately generate and import the MPX file. In this case. If your Microsoft Project software is not activated. Start1 is not included in the Microsoft Project export table. refer to the vendors’ documentation for information on how to export additional data fields. you are prompted to activate the software through the Microsoft Office Activation Wizard the first time you attempt to export data from MS Project to the Project Management module (by selecting File. For third-party MPX tools.PDF. refer to the Primavera P6 Administrator’s Guide. otherwise. To import XML or MPX files.Transferring Data Using Microsoft Project Files 607 Importing Projects from Microsoft Project For information about the fields that are converted. By default. The Import wizard guides you through the steps for importing projects. Transferring data from Microsoft Project to the Project Management module is determined by the version of Microsoft Project you use. located in the \Documentation\Technical Documentation\Data Mapping Docs folder located in the \Documentation\<languag e> folder of the P6 physical media or download. secure codes and secure code assignments related to the project are not imported. see MSPMAPPINGS. The default export table settings in Microsoft Project do not contain some data fields supported by the MPX format. in MS Project). When you import project data. Microsoft Project is not required to be installed on your computer. Refer to the Microsoft Project online help to learn how to edit the export table.

0 Service Pack 5 or earlier. If a version of Microsoft Project or another application that supports the MPP format is installed. Choose Microsoft Project. MPX. then click Next.608 Part 6: Importing and Exporting Data Microsoft Jet 4. You can import MPX.Project Management . MPP.0 users are required to install Service Pack 6. The file formats displayed in the pull-down menu are based on the version of Microsoft Project you have installed on your computer. Select import type and file Choose File. XML 2002/2003. the Import Type screen is not displayed. or MPP is selected. Import. Choose Project as the import type. The Summary Only button becomes available when XML or MPP is selected. it will cause MPP to be displayed in the list. If resource security is enabled in the Project Management module. or XML 2007 formats. certain restrictions apply when importing activity resource assignments. Import errors may occur on computers running Microsoft Jet 4. Note: If you select the XML option in the Import Format screen. then click Next. Project and Resource Only buttons become available when XML. Primavera . Refer to the Help for more details.

Project Management . Double click the Import Action field to select how the Microsoft Project file should be imported: ■ Create New Project The existing project’s data remains the same.Transferring Data Using Microsoft Project Files 609 Click Select to choose the files you want to import. Primavera . all manual values will be deleted. The imported project is appended to the selected WBS. A new project is created. Baselines and timesheets assigned to projects are deleted when you select the Replace Existing Project import option. If a password has been set on the Microsoft Project file. When you import an MPX file. does not support manual assignment values (manual curves). if you choose the Replace Existing import action and the project you are replacing contains manual assignment values. Any remaining suspend and resume dates are ignored. Click the Browse button in the Import To field to select an EPS node. enter the password to ensure that the project will be imported. The existing project must be open in the Project Management module. Suspend and resume dates can only be imported from MPP files (not MPX files). The existing project must be open in the Project Management module. Replace Existing Project The existing project is deleted without preserving information and replaced with the project imported from the Microsoft Project file. Select the level of the EPS at which the project should be imported. Click the Browse button in the Import To field to select the project to replace. ■ ■ For additional import considerations related to manual assignment values (manual curves). the first suspend and resume dates (split task dates in Microsoft Project) are imported into the Project Management module. The MPX file format does not support time-phased data. Add into Existing Project Click the Browse button in the Import To field to select a specific WBS level within an existing project. When an activity contains multiple suspend and resume dates in Microsoft Project. refer to the Project Management module Help. and therefore.

Project Management . Click to create a new template. The template contains options for exchanging data with Microsoft Project. click Help on any ProjectLink screen to access the Primavera ProjectLink Help in Microsoft Project (available only if ProjectLink is installed). Modify template options Add a new template or modify the existing template (if necessary).610 Part 6: Importing and Exporting Data Organizations using Primavera ProjectLink cannot import MSP-managed projects when selecting Add into Existing Project or Replace Existing Project in the Project Management module. For more information on ProjectLink. Primavera . Click to customize the selected template.

select the type of currency used for expressing project and activity costs.Project Management . Mark to import Microsoft Project summary tasks as WBS summary activities.Transferring Data Using Microsoft Project Files 611 Click the General tab in the Modify Template dialog box. In the Select a currency field. Select one of the 10 Microsoft Project baselines to export for planned and budgeted values. If you previously selected to import XML format. Primavera . In the Select Currency dialog box. click the button. the following screen is displayed. Selecting 0 indicates the current baseline.

Project Management . Primavera . Select one of the 10 Microsoft Project baselines to export for planned and budgeted values. select the type of currency used for expressing project and activity costs.612 Part 6: Importing and Exporting Data If you previously selected to import MPP or MPX format. Selecting 0 indicates the current baseline. In the Select Currency dialog box. the following screen is displayed. click the button. In the Select a currency field. Mark the check box to summarize the project to the WBS level after the import. Mark the check box to schedule the project after the import.

If you choose this option but DO NOT select the 'Import Microsoft Project's fixed costs as expenses' option. fixed costs are not imported.Transferring Data Using Microsoft Project Files 613 Click the Activity tab in the Modify Template dialog box. Then. Select if you want to import MSP’s fixed costs as project expenses. Primavera . The fields are relevant for export only. choose to import the Task ID from Microsoft Project to the Activity ID field in the Project Management module or to a selected user-defined text field. If you choose not to import the Task IDs from Microsoft Project. In the Import section. Unmark this checkbox if you do not want to import expenses.Project Management . You can import them into the Project Management module as Start Milestone activities with associated expenses. If you do not choose this option. the milestones are imported but expenses associated with the start milestones are not. the Project Management module creates Activity IDs for each activity. choose how you want to import milestone activities that have resource assignments. or as Task Dependent activities with associated resource assignments.

614 Part 6: Importing and Exporting Data Click the Resource tab in the Modify Template dialog box. ■ Keep existing resource Retains the resource in the project management database and does not overwrite it with the resource from the Microsoft Project file. Update existing resource Overwrites the resource in the project management database with the resource from the Microsoft Project file. If you select Resource Name. only one resource is imported if multiple resources in Microsoft Project use the same initials. Choose whether you want to import the Resource Initials or the Resource Name from Microsoft Project to the Resource ID field in the Project Management module. up to the first 20 characters of the name are imported (based on your setting in the Admin Preferences. ID Lengths tab in the Project Management module). only one resource is imported. ■ Choose how to handle resources that already exist in the project management module database but are also contained in the Microsoft Project import file. ■ If you select Resource Initials.Project Management . Add new resource Retains the resource in the project management database but also adds the resource from the Microsoft Project file. If multiple resources in Microsoft Project use the same characters up to the specified ID Length. ■ ■ Primavera .

Primavera . Select to import the Resource ID by the resource’s name or initials. Opens the Select Resource dialog box in which you can search for and select a specific resource under which to import a resource. then select the resource under which to place all resources from the Microsoft Project file. Then. or include it as a new resource.Transferring Data Using Microsoft Project Files 615 Choose whether you want to add a new resource if the resource does not already exist in the project management module database but is contained in the Microsoft Project import file. update it.Project Management . you can select to keep it in its current form. Click the Browse button. select the level of the hierarchy at which resources should be imported. If an imported resource already exists.

Project Management . Primavera . Project. then click the Notebook Topics tab). Notebook fields are defined in the Project Management module in Admin Categories (choose Admin. and activity notes from Microsoft Project are imported into Notebook fields in the Project Management module. Select the Notebook fields into which you want to import the Microsoft Project notes. Admin Categories.616 Part 6: Importing and Exporting Data Click the Notebooks tab in the Modify Template dialog box. WBS.

Click Next to review your import settings. select a user-defined field in the Project Management Field column. Summary Tasks in Microsoft Project import as WBS Summary activities in the Project Management module. resources. Click OK to save your modifications to the template. then click Finish to import the Microsoft Project files. You can map Microsoft Project fields to user-defined fields related to WBS. Primavera . or activity resource assignments. You can import information from Microsoft Project into userdefined fields in the Project Management module. projects.Transferring Data Using Microsoft Project Files 617 Click the Custom Field Mappings tab in the Modify Template dialog box. For each Microsoft Project field you want to import.Project Management . activities.

For more information about secure codes. Microsoft Jet 4.PDF. When you import resources. Import errors may occur on computers running Microsoft Jet 4. You can import the following file types: ■ ■ MPX files Microsoft Project or similar applications MPP files from Microsoft Project 2002 and 2003 The Import wizard guides you through the steps for importing resources. certain restrictions apply when importing resources. If resource security is enabled in the Project Management module. Refer to the Help for more details. secure codes and secure code assignments related to the resources are not imported. refer to Primavera’s Administrator’s Guide.Project Management .PDF or MPXMAPPINGS. Primavera .0 users should install Service Pack 6. see MSPMAPPINGS.0 Service Pack 5 or earlier. located in the \Documentation\Technical Documentation\Data Mapping Docs folder located in the \Documentation\<languag e> folder of the P6 physical media or download. Transferring data from Microsoft Project to the Project Management module is determined by the version of Microsoft Project you use.618 Part 6: Importing and Exporting Data Importing Resources from Microsoft Project For information about the fields that are converted.

The Summary Only button becomes available when XML or MPP is selected. MPX. Choose Microsoft Project. or XML 2007 formats. If a version of Microsoft Project or another application that supports the MPP format is installed. Project and Resource Only buttons become available when XML. then click Next. MPP. only.Project Management . The file formats displayed in the pull-down menu are based on the version of Microsoft Project you have installed on your computer. You can import MPX. then click Next. XML 2002/2003. Note: If you select the XML option in the Import Format screen.Transferring Data Using Microsoft Project Files 619 Select import type and file Choose File. the Import Type screen is not displayed. Import. it will cause MPP to be displayed in the list. Primavera . The screen contains the following options: Choose Project as the import type. or MPP is selected. The Import Type screen is available for MPX and MPP formats.

Modify template options Add a new template or modify the existing template (if necessary). The template contains options for exchanging data with Microsoft Project. If you do not enter a password on a protected file. the resources will not be imported.620 Part 6: Importing and Exporting Data Click Select to choose the files you want to import.Project Management . Click to customize the selected template. Click to create a new template. If there is a password on the Microsoft Project file. Primavera . type the password.

Mark the check box to schedule the project after the import. Mark the check box to summarize the project to the WBS level after the import. supporting the MPP or MPX options.Project Management . The following screen is displayed. In the Select a currency field. Select one of the 10 Microsoft Project baselines to export for planned and budgeted values.Transferring Data Using Microsoft Project Files 621 Click the General tab in the Modify Template dialog box. click the button. select the type of currency used for expressing project and activity costs. Primavera . Selecting 0 indicates the current baseline. In the Select Currency dialog box.

If you choose not to import the Task IDs from Microsoft Project. If you choose this option but DO NOT select the 'Import Microsoft Project's fixed costs as expenses' option. In the Import section. choose how you want to import milestone activities that have resource assignments. Primavera . choose to import the Task ID from Microsoft Project to the Activity ID field in the Project Management module or to a selected user-defined text field.Project Management . If you do not choose this option. Unmark this checkbox if you do not want to import expenses. Then. the milestones are imported but expenses associated with the start milestones are not. These fields are relevant for export only. fixed costs are not imported. Select if you want to import MSP’s fixed costs as project expenses. the Project Management module creates Activity IDs for each activity.622 Part 6: Importing and Exporting Data Click the Activity tab in the Modify Template dialog box. or as Task Dependent activities with associated resource assignments. You can import them into the Project Management module as Start Milestone activities with associated expenses.

■ Keep existing resource Retains the resource in the project management database and does not overwrite it with the resource from the Microsoft Project file. the first 20 characters of the name import (based on your setting in the Admin Preferences. Update existing resource Overwrites the resource in the project management database with the resource from the Microsoft Project file. Add new resource Retains the resource in the project management database but also adds the resource from the Microsoft Project file ■ ■ Primavera . Choose how to handle resources that already exist in the project management database but are also contained in the Microsoft Project import file. ID Lengths tab in the Project Management module). If you select Resource Name. Choose whether you want to import the Resource Initials or the Resource Name from Microsoft Project to the Resource ID field in the Project Management module. If you select Resource Initials. only one resource is imported if multiple resources in Microsoft Project use the same initials.Transferring Data Using Microsoft Project Files 623 Click the Resource tab in the Modify Template dialog box.Project Management .

If an imported resource already exists. you can select to keep it in its current form. Select to import the Resource ID by the resource’s name or initials. Opens the Select Resource dialog box in which you can search for and select a specific resource under which to import a resource. update it. then select the resource under which to place all resources from the Microsoft Project file. Then. or include it as a new resource.Project Management . Click the Browse button. select the level of the hierarchy at which resources should be imported. Primavera .624 Part 6: Importing and Exporting Data Choose whether you want to add a new resource if the resource does not already exist in the project management database but is contained in the Microsoft Project import file.

For each Microsoft Project field you want to import.Transferring Data Using Microsoft Project Files 625 Click the Custom Field Mappings tab in the Modify Template dialog box. Click OK to save your modifications to the template. then click Finish to import the Microsoft Project resources. Choose Resources from the drop-down list. select a user-defined field in the Project Management Field column. Click Next to review the settings for your import.Project Management . The Field column is sorted by field type. You can import information from Microsoft Project into userdefined fields in the Project Management module. Primavera .

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. This chapter describes how to use the Export and Import wizards to share information using the Spreadsheet (XLS) format.627 Transferring Data Using Microsoft Excel Files In this chapter: Exporting Project Data to Microsoft Excel Updating Project Data in Microsoft Excel Importing Projects from Microsoft Excel Use the Spreadsheet import/export option to transfer project and resource information between the Project Management module and Microsoft Excel.

you can then open the file in Microsoft Excel.PDF file. Users dialog box.628 Part 6: Importing and Exporting Data Exporting Project Data to Microsoft Excel For information about the tables and fields that are converted. The Project Management module ignores external project relationships when exporting activity relationship data to XLS files. see the XLSmappings. The Export wizard guides you through the steps for exporting projects. User Preferences. you must have the Project Superuser security profile. When you export Project Management project data to XLS file format. Time Units tab.Project Management . You can also import the file into other software applications that support the XLS file format.This setting is available in the Project Access tab in the Admin. located in the \Documentation\Technical Documentation\Data Mapping Docs folder located in the \Documentation\<languag e> folder of the P6 physical media or download. Primavera . Export does not support the sub-unit time format. To import data from an XLS file. Make sure the Sub-unit checkboxes are clear in the Edit.

If you choose multiple subject areas. then click Next. then click Next. Export will create an individual worksheet for each subject area in the spreadsheet file. Select the subject areas you want to export. Choose Spread Sheet.Transferring Data Using Microsoft Excel Files 629 Select export format and subject area Open the project in the Project Management module you want to export.Project Management . Primavera . Choose File. Export to start the Export wizard.

Mark the appropriate checkbox next to the projects you want to export.630 Part 6: Importing and Exporting Data If you choose Resources as the only subject area to export. Select the data types to export. then click Next. The Project Management application exports all resources in the Project Management database. This step is skipped during the Export wizard.Project Management . you do not have to select a project to export. Primavera .

You cannot remove a subject area’s required columns from the Selected Options section.Project Management .Transferring Data Using Microsoft Excel Files 631 Modify template options Add a new template or modify the existing template. Click to create a new template. Primavera . Single-click to rename the template. Click Modify to customize the selected template. The available options are based on the selected subject area. Select a Subject Area in the Modify Template dialog box to modify its options. The template contains options for exchanging data with Microsoft Excel or other spreadsheet applications. select the fields to export. In the Columns tab.

Click to apply the default columns to the export template.Project Management . Primavera .632 Part 6: Importing and Exporting Data Click to expand the list of data items.

click the Filter tab to select the activities you want to export for the selected subject area.Transferring Data Using Microsoft Excel Files 633 In the Modify Template dialog box. click Modify to edit the selected user-defined filter. Primavera . or to show activities that must meet only one selection criteria in each filter. Mark to include all the data items that export with the selected subject area. If using more than one filter. If necessary. choose to show activities that meet all selection criteria in each filter. Select the filter(s) to use for the export file. The fields available for filtering are based on the selected subject area.Project Management .

Click Finish to export the project data to an XLS file. Click to define a sort order for the selected subject area.634 Part 6: Importing and Exporting Data Click the Sort tab in the Modify Template dialog box to apply order to the columns during export. Click OK to save your modifications to the template. Click Next to view the summary information for the export file. Select the sort order for each field name. Double click in the File Name field and click the Browse button if you want to change the name and location of the export file. Click Next to define the location to save the export file.Project Management . Primavera .

during import. PM will not update the fields with null values in the project. you can export the Activities subject area. to update other activity values related to the remaining duration and percent complete. update the necessary field for an activity. cost. each field within a subject area displays as a column in the excel sheet. To update unit. you cannot update these fields simultaneously. In that activity row. and date fields When updating unit. In PM.Project Management . cost. you may want to import one updated field at a time into the Project Management module. You can update each subject area in its own sheet. refer to the Primavera Project Management module Help. PM needs to know which field was updated first. percent complete. However. and percent complete fields. and update the activity percent complete and the remaining duration in the export file. duration. do not delete the USERDATA sheet. make a copy of the export file you want to update. Primavera . The activity expenses have been exported to Excel. As a result. blank out the remaining fields that are not marked (*) to give it a null value. and percent complete fields. and PM will calculate the other fields as necessary. For example. When you import the Excel file. PM updates the activity data. In the copied file. For information about sheet names for subject areas. In the export file. To successfully import data. duration. This sheet contains the user preference settings for the Project Management application. duration. Update unit.Transferring Data Using Microsoft Excel Files 635 Updating Project Data in Microsoft Excel The Project Management module exports subject areas as individual sheets within the XLS file. cost.

or other unique fields. This is placed as the last column in the export file. such as Activity ID. and Resource ID. the deleted row is moved from the project database. When you import. and date field. Choose Edit. As a result. In PM. Repeat these steps for each unit. place a “D” or “d” in the Delete This Row column in the export file. copy and paste the existing row. to change the relationship between two activities. Primavera . then delete the original row. Copy. choose File. import adds new data instead of updating the existing information. select the row of the relationship you want to modify in the TASKPRED sheet in Excel. Import will only update the Budgeted Cost field for activity A1000. and then choose Edit.636 Part 6: Importing and Exporting Data Updated field The other cost fields are blank in the export file. if you modify the Activity ID and import the file. Do not remove or null the value of unique fields. Import to import the Excel file into the selected project. For example. Refer to Table 1 to view the list of unique fields. percent complete. import adds a new activity to the project. To successfully update the existing activity ID. Change the value in the Relationship Type field of one of the rows. For example.Project Management . duration. cost. Relationship type. Project Management adds a new relationship and deletes the old relationship. Update unique fields If you modify unique columns. Paste to place a copy of the activity row in the same sheet. Delete a row To delete a row in the exported file. Type a “D” or “d” in the other row to delete it. update it.

Cost Account ID Primavera .Project Management . Relationship Type Activity ID. Predecessor. Expense Item Activity ID. Role ID.Transferring Data Using Microsoft Excel Files 637 Table 1 lists the unique fields for each subject area. Subject Area Activities Activity Relationships Expenses Resource Assignments Column(s) Activity ID Successor. Resource ID.

If Microsoft Excel does not reside on your computer.Project Management . fields are updated in the order reflected in the XLSmappings. The User Preference settings are stored in the USERDATA sheet of the exported file.638 Part 6: Importing and Exporting Data Importing Projects from Microsoft Excel For information about the tables and fields that are converted. you cannot import any global data that does not currently exist in the database. You can import data that has been exported and updated in Microsoft Excel into the Project Management module. For more information on importing. located in the \Documentation\Technical Documentation\Data Mapping Docs folder located in the \Documentation\<languag e> folder of the P6 physical media or download. then click Next. The Project Management module ignores past period actual columns when importing data from XLS files. cost accounts.PDF. such as resources. If this sheet is deleted. information will not be imported based on the user preference settings that were used while exporting data. Import. you can still import XLS files that may have been created in other third-party applications. not in the order of the Excel spreadsheet.PDF file. Select import format Choose File. codes. However. Primavera . The Import wizard guides you through the steps for importing projects. When you import multiple fields. see the XLSmappings. Choose Spreadsheet. refer to the Project Management Help.

Select import type and options Choose the subject areas to import into the project. Click Next. If the title has been changed. The Import wizard will not import a subject area if its title has been changed in the worksheet within the XLS file.Transferring Data Using Microsoft Excel Files 639 Select the Excel file to import Type the location of the XLS file or click the Browse button to select the file you want to import.Project Management . Primavera . Click Next. Each subject area is exported to a separate worksheet in the XLS file. the subject area will be grayed out on the Import Type window.

Click the Browse button in the Import To field to select the project to update. such as resources.640 Part 6: Importing and Exporting Data In the Project Management module.Project Management . Click Next to display information about the import file. users cannot import any global data that does not currently exist in the Project Management database. cost accounts. Select the project to update The existing project is updated with any new/modified data in the XLS file. The project must be open in the Project Management module to use this option. codes. Primavera . Click Finish to complete the import.

Import will prompt you to view this file in the user's temp directory. Primavera .Project Management .Transferring Data Using Microsoft Excel Files 641 Import errors are recorded in the import log file PRM_XLSIMPORT.LOG. If errors occur.

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however. This chapter describes how to use the Export and Import wizards to share project information between P3 and the Project Management module. and Project Management projects can be converted and opened in P3 3.x Projects to the Project Management Module Project data from Primavera Project Planner (P3) version 3. as the Project Management module contains many features and fields that cannot be converted to P3 3. Primavera recommends that you convert your P3 3. .x Importing P3 3.643 Transferring Data Between P3 and the Project Management Module In this chapter: Exporting Projects to P3 3.x format.x.x projects to Project Management format.x can be converted and opened in the Project Management module. If you are using the Project Management module.

Export. Choose Primavera Project Planner. Select export type and project Open the project you want to export. Choose File. for example. then click Next. Primavera . The Export wizard guides you through the steps for exporting projects. You can convert only one project at a time to P3 3.x does not support.x format.x format.x For more information about data that is transferred from the Project Management module to P3 3. Because the Project Management module uses many structures and features that P3 3.644 Part 6: Importing and Exporting Data Exporting Projects to P3 3. see “Special considerations” on page 648. You can convert an existing Project Management project to Primavera Project Planner (P3) 3.x.Project Management . when you need to share data with a subcontractor who does not use the Project Management module. some data is not converted.

Project Management . Click the Browse button to select the location where the P3 3. Type a name for the P3 3. Primavera . Type a four-character name for the project.Transferring Data Between P3 and the Project Management Module 645 Mark the Export checkbox next to the project you want to export.x file. then click Next.x file will be stored.

See “Advanced conversion options” on page 677 to change the number used to calculate days. These calculations apply only when the project is scheduled in P3 3. If you choose Days. you can select to export the resource units as hours or days.Project Management . Click Next. You can change these settings when you open the project in P3 3.646 Part 6: Importing and Exporting Data Select planning unit Choose the planning unit (hours or days) that you want P3 3. The Project Management module uses only hourly planning units. Choose cost calculation rules You can set several Autocost rules for the exported project.x. Default settings are used for all other Autocost rules.x to use to schedule project data. Primavera .x.

link remaining duration and schedule percent complete: This rule automatically links each activity’s schedule percent complete (PCT) with its remaining duration (RD). P3 3. Primavera . actual to date.x calculates the other. freeze resource units per timeperiod: Mark this checkbox to freeze the units per timeperiod and calculate a new estimate to complete when the remaining duration changes: Estimate to Complete = Units per Timeperiod x Remaining Duration Estimate at Completion = New Estimate to Complete + Actual to Date ■ When this checkbox is cleared. P3 3.x can adjust the units per time-period when the estimate to complete or the remaining duration changes: Units per Timeperiod = Estimate to Complete / Remaining Duration ■ When resources quantities are updated. When you update either value.x to calculate the cost of the resource’s budget.Transferring Data Between P3 and the Project Management Module 647 ■ Yes. P3 should use current unit prices to recompute the following costs: Budget. Clear this checkbox if the schedule percent complete for your activities does not typically indicate their remaining duration. Estimate to Complete: Mark any checkbox for this rule if you want P3 3. or estimate to complete as the product of its unit price (from the Resource dictionary) and the quantity. Yes. Actual to Date.Project Management .

the resource assignment becomes driving in P3 3.x stores resources at the project level. but the information is truncated if it does not fit in the 99 log records. Resources The Project Management module contains a global dictionary of resources that are used for all projects in the enterprise.x.x files are created in the folder specified. P3 3.Project Management . P3 3.x. P3 3.x.x. Special considerations The following list describes the data items that are transferred from the Project Management module to P3 3.x automatically increments the last two characters of the ID.x. Notebooks In the Project Management module. These files can be opened directly through P3 3. Each log can contain 48 characters. Duration types are similar to Autocost rules in P3 3. resource IDs in P3 3. When the duration type in the Project Management module is Fixed Duration & Units/Time or Fixed Duration & Units.648 Part 6: Importing and Exporting Data P3 3.000 characters. P3 3.x contains 99 log records. P3 3. Only resources assigned to activities in the project being exported are imported into P3 3. each activity is assigned a Notebook field.x truncates resource IDs to 8 characters. click Finish to export the project.x. Using Fixed Duration & Units/Time is comparable to marking the Freeze Resource Units per Timeperiod checkbox in P3 3. the resource assignment becomes nondriving in P3 3.x. If duplicate IDs exist.x uses the following formulas: Budgeted Cost = Budgeted Quantity x Price per Unit Actual Cost = Actual Quantity to Date x Price per Unit Cost to Complete = Quantity to Complete x Price per Unit Because the cost at completion depends on the newly calculated costs.x can contain eight characters. ■ Duration types The Project Management module’s duration types control the way resource and activity dates are scheduled. ■ ■ Primavera .x recalculates the cost at completion as Cost at Completion = Cost to Complete + Actual Cost After selecting the cost calculation rules. Notebooks are converted to logs in P3 3. The resource ID in the Project Management module can contain 15 characters. which can contain up to 32. When the duration type in the Project Management module is Fixed Units or Fixed Units/Time.x. P3 3.

and resource calendars.x increments the last two characters starting with 00. In the Project Management module. When duplicate IDs exist. Global and project calendars can be assigned to activities.x. if a resource calendar’s standard worktime is three days per week. cost accounts can contain 15 characters. in the Project Management module the dictionary is global.x.x they can contain 12 characters. labor and nonlabor units from the Project Management module are added. labor. P3 3.x truncates the Project Management module’s activity IDs to 10 characters.x truncates cost accounts to 12 characters.x.x.x.Transferring Data Between P3 and the Project Management Module 649 ■ Units and costs To calculate quantities in P3 3. When duplicate accounts exist. the first eight characters of the activity ID are converted and P3 3.x.x and the Project Management module can contain an unlimited number of cost accounts. Resource holidays and exceptions are not converted to P3 3.x automatically increments the last two characters of the account. activity IDs can contain 20 characters. For example. ■ ■ ■ Primavera . expenses.Project Management .x. project. and an unlimited number of resource calendars. nonlabor. P3 3.x is not changed.x. Activity IDs In the Project Management module. 31 project calendars. In P3 3. however. in P3 3. Calendars In the Project Management module you can create an unlimited number of global. All resource calendars are imported to P3 3. No other nonworktime is imported.x. the Project Management module’s activity IDs ABCDEFGHIJKLMNOPQRST and ABCDEFGHIJKLMNOPPPP are converted to ABCDEFGHIJ and ABCDEFGH00 in P3 3.x it is project-specific. To calculate costs in P3 3. P3 3. Cost accounts The Cost Accounts Dictionary in both P3 3. global and resource calendars can be assigned at the resource level. For example. you can create one global calendar. and material costs. they are limited to 10 characters. Only the cost accounts assigned in the Project Management project are converted to P3 3. then the resource calendar is imported with a standard worktime of three days per week. the global calendar in P3 3. and overtime costs from the Project Management module are added. while in P3 3. When you import a Project Management project to P3 3. Only the standard worktime is converted. while in P3 3.

x is hour. Any activity in the Project Management module assigned to a calendar that is not exported is assigned to Calendar 1. the Project Management module allows a maximum of 20 characters. However. The maximum number of activity codes in P3 3.x.x supports up to 10 characters for the activity code value length.x. These calendars are assigned numbers 2 to 31 in P3 3. only the first 30 calendars assigned are exported. The Project Management module will export as many levels as possible until the limit of 48 characters or 20 levels is reached.x.x. the calendars are imported directly to the project calendars in P3 3. only the first 64 characters of activity codes are converted to P3 3. the standard five-day.x is 20.x. only the first 10 project codes exported are imported to P3 3. You can create an unlimited number of codes in the Project Management module. the Project Management module exports the first four letters of the activity code description to P3 3. If one half of an hour is work time and the other half is nonworktime in the Project Management module. eight-hour calendar in P3 3. All project codes assigned to the Project Management project are exported. if the activity code description is Responsibility in the Project Management module. For example. WBS descriptions are converted only if the WBS node is assigned to activities. Also. When you export a Project Management project to P3 3. if the Project Management module contains more than 31 calendars. However.x truncates the Project Management module code values to 10 characters. The smallest unit in P3 3. P3 3.x. the module will export RESP as the activity code name in P3 3. and the total of the lengths assigned to the codes cannot exceed 64.x. ■ Primavera . P3 3. You can define work hours in the Project Management module in half hour increments. the entire hour will be nonworktime in P3 3.650 Part 6: Importing and Exporting Data If the Project Management module contains less than 31 calendars (global plus project).x as the activity code name.x. ■ Activity codes P3 3. WBS The Project Management module supports a maximum of 25 levels with an unlimited number of characters.x supports 20 WBS levels with a limit of 48 characters.Project Management . ■ Project codes P3 3.x supports up to 10 project codes.

In P3. Start float. Project level calculations In the Project Management module. Primavera . In P3 3. you can choose how you want to update resource assignments. an activity suspend date of 05OCT04 (beginning of the day) in the Project Management module will export to P3 as 05OCT04 (the end of the day).x. P3 3.x this setting is the same as the autocost rule. or Finish float) In the Project Management module. Scheduling options The following advanced scheduling options convert to P3 3. a suspend date indicates that an activity is suspended at the beginning of the specified day.Project Management . Finish float.x. Regardless of your setting in the Project Management module. Add actual to ETC or Subtract actual from EAC. Due to this discrepancy. or Smallest of start float and finish float) Calculate total float as (Most critical. the actual duration for the activity will be one day greater than it was in the Project Management module because P3 progresses the work through the suspend date.x Show open ends as (Critical or Noncritical) When scheduling activities apply (Retained logic or Progress override) Calculate start-to-start lag from (Early Calculate start-to-start lag from Start or Actual Start) (Actual start or Early start) Compute Total Float as (Start float. Choose to Add Actual to Remaining or Subtract Actual from At Completion when updating Actual Units or Costs. For example.x always uses the predecessor calendar.x: ■ Project Management Make open-ended activities critical For activities started out of sequence use (Retained logic or Progress override) P3 3. you can choose the calendar to use for scheduling relationship lag.Transferring Data Between P3 and the Project Management Module 651 ■ Custom data items The first eight custom data items in the Project Management module are converted to P3 3. a suspend date indicates that an activity is suspended at the end of the specified day. In the Project Management module. Hourly projects are not affected. Suspend and resume dates In P3 3. actual and remaining durations are affected for daily projects.

The Link Actual and Actual this Period Units and Cost field converts to the Link actual to date and actual this period autocost rule in P3 3. neither field is marked in P3 3. An “expense” cost account is assigned to the resource assignment if a cost account is not already assigned.x.Project Management . Data not converted The following data is not converted to P3 3.x. both the Actual quantity to date and Actual cost to date fields are marked in the autocost settings in P3 3.x.x. If it is not marked in the Project Management module. ■ Expenses All expenses become resource assignments in P3 3. If the setting is marked.652 Part 6: Importing and Exporting Data The Recalculate Actual Units and Cost when duration % complete changes setting determines if the actual units and cost are updated when the % complete is updated.x: ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ Constraints on Level of Effort activities Enterprise project structure (EPS) EPS Codes Feedback (from resources) Financial periods Issues OBS Past period actuals Resource curves Future period buckets Risks Roles Secure codes Steps Thresholds Timesheet data Work products and documents Primavera .

then click Next. If resource security is enabled in the Project Management module.Project Management . Select import type In the Project Management module.x project to the Project Management module. Primavera .x Projects to the Project Management Module You can import an existing P3 3. Refer to the Help for more details.Transferring Data Between P3 and the Project Management Module 653 Importing P3 3. Import. choose File. In most cases. some restrictions apply when importing resources and activity resource assignments. The Import wizard guides you through the steps for importing P3 3.x projects to the Project Management module. Choose Primavera Project Planner.x schedules to the project hierarchy in the Project Management module. you will be upgrading your P3 3.

To import multiple project groups: In the P3 3. Determine if you want to import single or multiple project groups.Project Management . Click Next and skip to the next section. Primavera . The import wizard displays different screens and options when you import a single project group versus multiple project groups. You should select multiple project groups only when you want to import all subprojects contained in those projects. you can import multiple project groups (master projects) simultaneously or import project groups individually.x Project Directory field. then select the project groups to import. You should import project groups individually when you want to specify the subprojects to import. The projects cannot be open in P3. click the Browse button to select the location of the projects you want to import. then follow the corresponding instructions detailed in this section. The existing P3 projects remain intact.654 Part 6: Importing and Exporting Data Choose project group(s) to import When converting P3 projects to the Project Management module. “Specify import project options” on page 657.

the Project Management module imports one project named APEX with all selected subprojects as WBS levels. If you select the Combine subprojects option. For example. the project group APEX contains three projects. and CONV (as shown in the following image). then select the project group to import. Unmark the checkbox next to each project you do not want to import. Click Next. you still must choose to either combine subprojects or create separate projects as described below. If the project group contains subprojects and you choose to combine subprojects. you must select at least one subproject.Transferring Data Between P3 and the Project Management Module 655 To import a single project group: In the P3 3. click the Browse button to select the location of the projects you want to import. Primavera . however. The project group you chose to import may not contain subprojects. Choose subprojects to import The selected project group (master project and its associated subprojects) is displayed on the next wizard screen. Mark the ‘Combine subprojects’ option if you want to import the selected projects as one project rather than separating them into individual projects. BLDG. You do not have to import the master project.x. in P3 3. AUTO.x Project Directory field. all projects (master project and subprojects) are selected for import. By default. Choose to combine subprojects or create separate projects for each selected subproject.Project Management .

656 Part 6: Importing and Exporting Data Mark the ‘Create separate projects’ option if you want to import each selected subproject as an individual project. create an EPS node to select as the location for the converted projects. Before the import. You do not have to select the master project.Project Management . If you select this option. the project group APEX contains three subprojects. If you select this option. if you choose to create separate projects. Regardless of whether subprojects exist for the selected project group. you must select at least one subproject (if a subproject exists). you cannot import the master project. BLDG. project activity codes are imported as global activity codes. and CONV. f you choose to combine subprojects. in P3 3. Mark to import the selected projects as one project with the subprojects representing WBS levels. This group is converted to three individual projects (APEX is not converted). If you select this option. Select this option if you want to import each selected subproject as an individual project. Primavera . you cannot select the master project. project activity codes are imported as project activity codes. For example.x. AUTO.

If you are importing a single project group and chose to create separate projects in the previous wizard screen. The projects listed on the wizard screen depend on your selections on previous screens. even if you do not import the master project itself.x projects should be imported. Primavera . Beside each project name. You can also choose to update or replace an existing Project Management module project. the wizard displays the project group names. then click the down arrow to select the type of import. Normally.Transferring Data Between P3 and the Project Management Module 657 Specify import project options Choose how the P3 3. click the Import Action field.Project Management . you will choose the Create New Project option when moving your P3 projects to the Project Management module. each subproject is listed separately. If you are importing a single project group and chose to combine subprojects in the previous wizard screen. the Project ID will always be the name of the project group (master project). If you are importing multiple project groups simultaneously. as described in the following images.

Click the Browse button in the Import To field to select the level of the EPS at which the project should be imported. If you chose Update Existing Project or Replace Existing Project in the Import Action field. create a new level before importing the project. If you chose Create New Project in the Import Action field. When you import a P3 project to a Contractor project that contains manual future period assignment buckets. A new project is created. Primavera . it is best to set up a basic EPS before you import projects. To keep your projects organized. The project must be open in the Project Management module to use this option. Replace existing project The existing project in the Project Management module is deleted (without preserving any information) and replaced with the project imported from P3 3. refer to the Contractor application Help.x file and adds new data if the record does not exist.Project Management . Update existing project The existing project is updated with any new or modified data in the P3 3.658 Part 6: Importing and Exporting Data ■ Create new project The existing project’s data remains the same. click the Browse button in the Import To field to select the level of the EPS at which the project should be imported. If the project does not fit within the existing EPS.x. click the Browse button in the Import To field to select the project you want to update or replace. The project must be open in the Project Management module to use this option. the manual values are deleted if you choose the Replace Existing or Update Existing import option. Click the Browse button in the Import To field to select the project to update. Click the Browse button in the Import To field to select the project to replace. ■ ■ For additional import considerations regarding future period bucket planning.

Transferring Data Between P3 and the Project Management Module 659 If you choose to create a new project.Project Management . select the project to replace or update. select the location in the EPS for the imported project. Primavera . If you choose to replace or update an existing Project Management module project.

To better organize your resources.660 Part 6: Importing and Exporting Data Select location for resources For each project.x project. select the level of the hierarchy at which resources should be imported. Select the resource under which to place all resources from the P3 3.Project Management . the Project Management module creates a root node with the same name as the P3 project. If you leave the field blank. then click the Browse button. Primavera . If resource security is enabled in the Project Management module. it is best to set up a basic resource hierarchy before you import projects. Users with no resource access cannot import resources. The resource field is disabled for the Replace Existing Project and Update Existing Project import types. Select the location in the resource hierarchy for the selected project’s resources. users with restricted resource access will only have the option to select their assigned resource access node. Click in the Import To field. Resources contained in the import file that do not exist in Project Management’s resource dictionary are added to the user’s resource access node.

Transferring Data Between P3 and the Project Management Module 661 Select location for activity logs P3 3.Project Management . Notebook topics are predefined categories in the Project Management module that help to organize your project notes. in the Activities window click the Layout Options bar. Choose to create a new notebook topic for the notes. Primavera . Click the Notebook tab. or select from the existing list of notebook topics. then choose Show on Bottom.x activity logs are converted to notes in the Project Management module. Activity Details. To display notes in the Project Management module.

You can create and save several different configurations. The Update Project Options dialog box appears regardless of the import option you select. For example. however. The options specified in the layout determine how the Project Management module handles data in the import file that matches data in the database. you still must set update options for global data.662 Part 6: Importing and Exporting Data Choose update project options Click Next to select a layout configuration to use when importing project data. only one configuration can be used to import the file. if you choose to create a new project. Primavera . Click to create a new layout configuration. Select Yes in the Use field next to the configuration you want to use.Project Management . Click to customize the layout configuration.

Transferring Data Between P3 and the Project Management Module 663 Modify a layout configuration The options specified in a layout configuration determine how data is updated when projects are imported that contain duplicate data. mark the checkbox in the Delete column to remove the activities from the project being updated. if several activities are defined in the project you are updating. and activity resource assignments. The Modify Import Configuration dialog box lists the data types for which you can set options. select the layout in the Update Project Options dialog box. and their resource assignments is dependent on one another. The import of activities. if you choose to update one of these items. and activity resource assignments that are in the project being updated. activity relationships. activity relationships. but are not included in the file to be imported. For example. Global data types are not affected by this setting. all three are updated automatically. Mark the Delete checkbox next to a data item to remove data that exists in the project you are updating but is not included in the file you are importing. activities. but are not included in the import file. their relationships. Primavera . Mark to delete relationships to external projects. To modify these options. activities. For example. then click Modify.Project Management . The Delete field applies only to relationships to external projects.

■ ■ ■ The actions you choose for importing the items in the Activity Data Type group are dependent on each other. Primavera . adds new data if the record does not exist. suppose you have Activity 100 with a finish to start relationship type.Project Management . adds new data if the record does not exist. but you don’t want to change the existing calendars. For example. the import process results in Activity 100 with both the finish to start relationship and the start to start relationship when you do not mark the Delete field. but the relationship type has been changed to a start to start type. you must also update existing resource assignments and activities associated with the relationships. The Activity Resource Assignments item under Activity Data Type includes roles. if you choose to update existing relationships.x file. a new relationship will be added. if a new calendar was added in the P3 3.664 Part 6: Importing and Exporting Data Select one of the following in the Action field to indicate how the data type is updated: ■ Keep Existing Retains data in the existing project and does not overwrite it with the updated data. Insert New Retains data in the existing project and adds any new data items. The action for activity data types are dependent on one another. For example. If you import a project that has Activity 100. to import the modified relationship type you must choose to Update Existing and mark the Delete field for activity relationships. Update Existing Overwrites data in the existing project with updated data. For example. You must mark the Delete field to remove the original relationship type of finish to start. otherwise. choose Insert New to add the new calendar to the existing project. Do Not Import Retains data in the existing project and does not import the updated data. The Delete field for these items can be independent. If a relationship type was updated when the project was exported.

the Project Management module multiplies all resource values by a factor of eight (assuming 8 hr/day). the Project Management module retains the resource values as-is. When importing a daily project that has resources with a blank unit of measure in P3 3. You can change the multiplier in the PRMCONVERT. Choose whether to import resource assignments that only have cost information (no quantity information) associated with them as expenses or as resource assignments with a planned cost.x projects regarding how you want costs handled in the Project Management module.x. choose to convert the resource assignments in days or hours. ■ Indicate whether you want the Project Management module to recalculate the cost values from the unit prices and assigned resource quantities.Project Management . If you choose days. Refer to Advanced Conversion Options section later in this chapter.Transferring Data Between P3 and the Project Management Module 665 Calculate cost values Click Advanced in the Update Project Options dialog box to display options specific to existing P3 3. ■ ■ Primavera .INI file. If you choose hours.

and CONV. BLDG. If your Import Type is Update Existing Project. Click Finish to begin the import process. ■ Schedule project after import Mark this setting to automatically schedule the project in the Project Management module after the import. This option is only available when you choose to import multiple project groups simultaneously. the project group APEX contains three projects. Projects are merged automatically when your Import Type is Replace Existing Project. Click to import the P3 project. Primavera . all activity codes convert to Project Management as project activity codes. Otherwise. in P3. they convert as global activity codes.Project Management .666 Part 6: Importing and Exporting Data Choose additional project options Use the Project Options dialog box to specify the following additional options. projects are merged automatically only when you import multiple project groups or multiple subprojects (in a single project group). When you merge subprojects. This option only appears when you are importing multiple project groups. Merging the subprojects imports only one project named APEX with all activities under that project. For example. AUTO. ■ Merge subprojects Mark this setting to import each project group as one project rather than separating them into individual projects.

activity ID codes. ■ When activity codes are imported into the Project Management module. See “Data not converted” on page 652 for additional cases. will store the WBS values.Proj. even if they are not assigned to any activities. where Proj is the name of the project group in P3.Project Management . the activity codes. Time Units. The global activity code name created. If you choose to create separate projects (rather than combine them) in the Import wizard. and alias codes import as projectspecific activity codes. For example. all activity codes. it also identifies data that is not converted. If there is no description associated with an activity code. ■ Special considerations Most data is converted directly from P3 3. Primavera . Global activity codes are provided with the sample data delivered with the Project Management module. activity ID codes. then Responsibility is imported as the activity code in the Project Management module. so they are available to all projects. This section explains how data is handled after it is imported into the Project Management module and a direct match does not exist. Import unused WBS codes Mark this setting to keep all the WBS codes within each project.Transferring Data Between P3 and the Project Management Module 667 ■ Import WBS codes as a global activity code Mark this setting to import the WBS codes from P3 into the Project Management module as global activity codes assigned to the activities. the P3 activity code description is used as the activity code in the Project Management module. choose Edit. Activity code values assigned to activities in P3 3. if the activity code name in P3 is RESP and the description is Responsibility. Weekly and monthly planning units are not supported. User Preferences. Choose Durations as the time unit and Hour as the unit. To display duration units in hours. ■ Planning unit You can only convert projects with an hourly or daily planning unit. If you choose to combine subprojects into one project to import. Activity codes The Project Management module contains global and project activity codes. P3 WBS .x to the Project Management module. and alias codes from P3 3. then the four-character name is imported as the activity code.x that do not exist in the Activity Codes Dictionary are not converted to the Project Management module.x import as global activity codes in the Project Management module.

the project codes and values assigned to the master project are imported. Primavera . Project Management Activity Type Task Dependent Resource Dependent Start Milestone Finish Milestone Resource Dependent Start Milestone Finish Milestone Level of Effort WBS Summary P3 3.x: . However. all activity IDs are left-justified. All 10 project codes defined in the P3 3. numeric Activity IDs are right-justified. When you import a P3 project that uses numeric activity IDs into Primavera Contractor. In Primavera Contractor.Project Management . ■ Activity type The Project Management module supports the following activity types that correspond to activity types in P3 3.x Activity Type Task Independent Start Milestone Finish Milestone Meeting Start Flag Finish Flag Hammock WBS ■ Activity IDs In P3. leading blanks are not removed.x project and their assignments are imported. If the import option “Combine subprojects” (when importing a single project group) or “Merge Subprojects” (when importing multiple project groups) is marked in the Import wizard. they are left-justified.668 Part 6: Importing and Exporting Data ■ Project codes The Project Management module contains a global project codes dictionary which is available to all projects in the enterprise. You can assign a project code value to projects for each project code you create.

■ Percent complete type Each activity in the Project Management module must be assigned one of the following percent complete types: physical. the actual duration for the activity will be one day shorter than it was in P3 because P3 progresses the work through the suspend date (while the Project Management module suspends progress at the beginning of the day).x activities to the Project Management module. an activity suspend date of 05OCT04 (end of the day) in P3 will import to the Project Management module as 05OCT04 (the beginning of the day). the duration type becomes Fixed Units.x. When any resource assignment on the P3 3. When you import P3 3.Project Management . the duration type becomes Fixed Duration & Units/Time. which indicates that an activity's duration will not change.x task is driving and Freeze Resource Units per Timeperiod is not marked in the autocost rules. Suspend and resume dates In P3 3.x task is driving and Freeze Resource Units per Timeperiod is marked in the autocost rules. the duration type becomes Fixed Units/Time. or Fixed Duration and Units. ■ Primavera . When any resource assignment on the P3 3. Fixed Duration and Units/Time. actual and remaining durations are affected for daily projects. duration. In the Project Management module. In the Project Management module. which specifies that the activity's percent complete is calculated from the actual and remaining durations.x task are non-driving. they are assigned the percent complete type of Duration. Due to this discrepancy. a suspend date indicates that an activity is suspended at the end of the specified day. Fixed Units. For example. Hourly projects are not affected.Transferring Data Between P3 and the Project Management Module 669 ■ Duration types The Project Management module allows you to specify each activity's duration type as Fixed Units/Time. a suspend date indicates that an activity is suspended at the beginning of the specified day. When all resource assignments on the P3 3. or units. regardless of the number of resources assigned to the activity or the amount of work required to finish the activity.

All activities are assigned to this WBS code.670 Part 6: Importing and Exporting Data ■ Custom data items P3 3. Select the appropriate user-defined fields from the list of Available Options and add them to the layout. Primavera . then choose Columns. Project Management Project Management Activity User Field Resource User Field User Text User Start Date User End Date User Integer User Number User Text User Start Date User End Date User Integer User Number P3 3. Right-click in the column area. click the Layout options bar. Click the Resources tab to display resource information. In the Activities window. Activity Details. You can also display your converted resource custom data items as columns in the Project Management module. then choose Show on Bottom.x Custom Data Item Type Character (C) Start (S) Finish (F) Numeric (N) Precision (P) You can display converted activity custom data items as columns in the Project Management module’s Activity Table. a WBS must exist and all activities must be assigned to a WBS code. If no WBS exists. it is converted to the Project Management module. ■ WBS codes In the Project Management module. where PROJ is the P3 3. If the imported P3 3.Project Management .x project uses a WBS.x custom data items are converted to the following user-defined data items in the Project Management module.x project name. click the Layout options bar. and choose Customize Resource Columns. the Project Management module creates a WBS root node and names it PROJ. In the Activities window (with an Activity Table or Gantt Chart displayed on top). Select the appropriate user-defined fields from the list of Available Options and add them to the table.

for the APEX project. the resources are imported to the location in the hierarchy you specify in the Import wizard. the program and project names are added as a prefix to the WBS code structure. is converted as a labor resource. All other resources are classified as nonlabor. if activity CS300 is part of the Conveyor System project.Project Management . For example. or hour.01 would be included as branches in the WBS. When you import a project. User Preferences.Transferring Data Between P3 and the Project Management Module 671 Because the Project Management module uses the WBS to define a project structure. it should not be assigned a WBS code that belongs to the Automation System project. Any resource in P3 3. For example. you should not assign the same WBS code to different activities across projects within a project group in P3 3. ■ Resources The Project Management module contains one master resource pool across all projects. If duplicate resource IDs are encountered during the import process.CONV.x with a unit of measure equal to those defined in the Admin Categories. nonlabor. you can choose how to resolve each conflict by modifying the import configurations in the Import wizard. such as h. APEX. or material. See “Advanced conversion options” on page 677 for more information. If the conversion program encounters this situation. hr. To distinguish the projects. A sample resource hierarchy is provided when you install the Project Management module. resources are classified as labor. Any resource in P3 3.x. You can change the display unit by choosing Edit.AM. Primavera . You can customize how the import program classifies resources.x with a unit of measure equal to most variations of a time unit. Labor units are displayed as hrs/day.AM. In the Project Management module.AUTO. Units of Measure tab in the Project Management module is converted as a material resource.01 and APEX. it duplicates the code's entire branch in both projects. and then clicking the Time Units tab.

the Project Management module refers to each resource’s unit of measure to determine how to convert resource assignments. For resources that have a blank unit of measure. ■ Resource curves You can specify the allocation of resources and costs over the duration of an activity using resource curves.672 Part 6: Importing and Exporting Data All time-based calculations in the Project Management module are based on hourly units. then the Project Management module assumes the resource assignment is in days and multiplies all resource values by a factor of eight (assuming 8 hr/day). use the Import wizard to decide how to handle the assignments. The curve name is prefaced by the P3 3. You can change the multiplier in the PRMCONVERT. If the resource unit of measure is equal to most variations of an hourly time unit such as. and the resource’s budgeted cost is the expense’s planned cost. they convert as-is. hr or mh. are imported into the Project Management module. as described earlier in this chapter. The first resource found on the milestone becomes the primary resource in the Project Management module.x is planned in days. then the Project Management module assumes the resource assignment is based on hours and converts it as-is. In this case. decide if eight is the correct multiplier. You can also modify the list of unit of measure abbreviations that the Project Management module refers to during the conversion. If the resource is classified as a material resource. The conversion process creates additional levels in the resource structure for P3 3. the resource units are not multiplied. day or d.Project Management .INI file. Resources assigned to milestone activities in P3 3.. APEX . The resource name is used for the expense name. Refer to Advanced Conversion Options section later in this chapter.x hierarchical resources. The Project Management module supports only maximum limits for resources. All resource curve definitions assigned to the projects being exported from P3 3. If your project in P3 3. If the resource unit of measure is something other than hours such as. Primavera .x.x become expenses in the Project Management module.Triangular).g. The resource curve assignments are also imported.x project name in the Project Management module (e. Normal resource limits are not converted.

5 7. the Project Management module creates a branch for the project cost accounts. the estimate to complete can be a negative value to account for cost overruns on an activity.5 7. A sample cost account hierarchy is provided when you install the Project Management module.5 1.5 .5 1. Primavera .x to the Project Management module. The first point from P3 3. you can choose how to resolve each conflict by modifying the import configurations in the Import wizard. For example: P3 3. The other 10 curve values are split in half and rounded to the nearest 10th. Cost accounts are global across all projects in the Project Management module.x imports directly into the Project Management module. Cost accounts Cost accounts are converted from P3 3. All negative cost values import to the Project Management module as expenses. cost account 11101 from project APEX creates the following branch in the Project Management module: • • • APEX APEX. The value for 0% represents the amount of resource already used when the activity begins.5 4 4 7.Transferring Data Between P3 and the Project Management Module 673 P3 3.x becomes part of the cost account in the Project Management module. For example.11101. From the Import Wizard.5 11.5 11.x divides the activity’s duration into 11 increments (points) from 0 through 100 percent.x project. Each increment indicates resource use.L ■ If duplicate cost accounts are encountered when you import a P3 3.5 . When you import a project.x.5 11. Curves in the Project Management module are defined using 21 points.5 11.5 4 4 1.x Bell Shape 0 1 3 8 15 23 23 15 8 3 1 Project Management Bell Shape: 0 . click on the Advanced button in the Update Project Options dialog box to select your preference. so the cost overruns can be tracked.5 . the value for 10% represents the usage between the start and 10% completion.11101 APEX. and the project name is added to the beginning of each cost account.Project Management . The cost category in P3 3.5 7.5 ■ Costs In P3 3. Lump sum costs can be converted as expenses or resource assignments with a budgeted cost in the Project Management module.5 1.

x Constraint Type Early Start (start no earlier than) Late Start (start no later than) Early Finish (finish no earlier than) Late Finish (finish no later than) Start On Expected Finish Mandatory Start Mandatory Finish Zero Total Float Zero Free Float ■ Target projects You can convert target projects just as you would any other project.x. all base calendars are added to the list of existing global calendars. Primavera . if July 4 is a repeating holiday in P3 3. Sample global calendars are provided with the Project Management module. The Project Management module does not support the ability to designate repeating holidays. the repeating holidays from the P3 3. and project calendars. Click Add and choose Convert Another Project to a New Baseline of the Current Project. Resource calendars from P3 3.x project.x are converted to resource calendars in the Project Management module. however. choose Projects. ■ Constraints The Project Management module supports two constraints per activity. the target designators are not converted. Maintain Baselines. If you convert a daily P3 3. For example.674 Part 6: Importing and Exporting Data ■ Calendars The Project Management module supports global.x project are applied directly to the global calendars in the Project Management module. Review the following conversion table: Project Management Constraint Type Start On or After Start On or Before Finish On or After Finish On or Before Start On Expected Finish Date Mandatory Start Mandatory Finish Not Converted As Late As Possible P3 3. Global calendars in the Project Management module apply to all projects. Select the converted target project as the baseline for the current project. resource. it is designated as a nonworkday in the global calendars for each applicable date from the project start date to the project finish date in the Project Management module. When you import a project.Project Management . To designate a target project in the Project Management module.

Add actual to ETC or Subtract actual from EAC converts to the Add Actual to Remaining or Subtract Actual from At Completion when updating Actual Units or Costs field in the Calculations tab in the Projects window. An advanced scheduling option in the Project Management module enables you to choose the calendar you want to use. or Finish float) Compute Total Float as (Start float. which then determine the activity’s durations and schedule dates. or Smallest of start float and finish float) In P3 3. Start float. These rules convert to the Project Management module. In the Project Management module. Finish float. float calculations for subprojects converted as individual projects are always based on the finish date of each individual project. relationship lag is always calculated using the predecessor calendar.x Show open ends as (Critical or Noncritical) When scheduling activities apply (Retained logic or Progress override) Calculate start-to-start lag from (Actual Calculate start-to-start lag from (Early start or Early start) Start or Actual Start) Calculate total float as (Most critical. ■ Autocost rules P3 3.x projects.Project Management . The autocost rule.x provides automatic resource/cost calculation rules by which P3 3.Transferring Data Between P3 and the Project Management Module 675 ■ Scheduling options The following scheduling options convert to the Project Management module: Project Management Make open-ended activities critical For activities started out of sequence use (Retained logic or Progress override) P3 3.x. Primavera . This setting will default to predecessor calendar for imported P3 3. The Project Management module always rolls up resources assigned to an activity.x calculates costs and estimates resource use when you update activities.

to define financial periods in the Project Management module. Your system administrator must set up global and project profiles that determine privileges.x. Data not converted This section lists the data items that are not converted from P3 3. The Link actual to date and actual this period autocost rule in P3 3. Level Resources. the setting in the Project Management module. ■ Layouts. After you define financial periods choose Tools. however.676 Part 6: Importing and Exporting Data P3 3. Refer to “Special considerations” on page 648 for additional cases. If both checkboxes are marked in P3 3. If neither checkbox is marked in P3 3. to store past period actuals per financial period.x. and report and graphic specifications Layouts. If one checkbox is marked and the other is not. Financial Periods. Store Period Performance. is marked. sample data is provided for these items in the Project Management module. Global Change specifications. Financial periods and past period actual data are not converted to the Project Management module because financial periods are project-specific in P3.x to the Project Management module. actual cost to date. filters. ■ Primavera . Access rights Access rights are not converted in the Project Management module. or neither (clear both checkboxes).x provides an autocost rule to choose whether you want to use the updated percent complete to calculate actual quantity to date. ■ ■ Refer to the Primavera Administrator’s Guide for more information on defining financial periods in the Project Management module. Recalculate Actual Units and Cost when duration % complete changes.Project Management . the setting in the Project Management module is not marked. Leveling options and leveling priorities Choose Tools. filters. Choose Admin. to set options for leveling in the Project Management module. and report and graphic specifications are not converted with the project. Financial periods and past period actuals In the Project Management module. Global Change specifications. both (mark both checkboxes). the setting is not marked in the Project Management module. financial periods are global.x converts to the Link Actual and Actual this Period Units and Cost field in the Calculations tab in the Projects window in the Project Management module.

Primavera . if you are using a batch file to perform many conversions.Transferring Data Between P3 and the Project Management Module 677 Advanced conversion options The Conversion utility provides additional options that you can set in an INI file. and you do not want any GUI to show. P3 WBS . [Settings] NoUI=[0.Project Management . the WBS will import to the WBS structure in the Project Management module. where Proj is the name of the project group in P3. The default setting is 0.Proj. If this option is set to 0. The global activity code name created. You can also use command-line parameters to convert multiple projects at one time.1] Choose 1 to enable the conversion process to attempt to match the WBS with the project hierarchy structure.INI file is created in your Windows or Winnt folder the first time an import is run.1] Choose 1 to remove the GUI screens when using command line conversions. select 1. Add any of the following options to the file: [WBS] WbsAsActCode=[0. A unique WBS branch will be created for each project within the project group. For example. AutoSelect=[0. The default setting is 0. The PRMCONVERT. will store the WBS values. The default setting is 1.1] Choose 1 to enable the import process to import all WBS codes as a global activity code.

The default multiplier is 8. wks. hr. md. w.. m. wk. lnft. Labor=[unit of measure] Specify unit of measure strings to add to the default labor list.. y. yrds. w. yds. use commas to separate each string.. mh.x contains one of the following units of measure. yrd. ft. or material. Project Management to P3 3. lf. use commas to separate each string. week. yr.x to Project Management: If a duration is one day in P3 3. The unit of measure conversion is not case-sensitive. mh. lft. year.. [Resource Units] The conversion process uses the unit of measure for resources in P3 3. yrs. For example: P3 3. ton. will be removed from it and added to the nonlabor list. hrs. cyds. lbs will be added to the default material list: Primavera . d.. yd... yrs. y. each. the duration in the Project Management module will be 12 hours. test.x and the daily multiplier is set to 12. the duration in P3 3. yr.x contains one of the following units of measure.. mhs. h. All other resources are converted as nonlabor.. mds. it is converted as a labor resource in the Project Management module: h. hr. inch. tons. it is converted as a material resource in the Project Management module: feet... hrs and hr. NonLabor=[unit of measure] Specify unit of measure strings to add to the default nonlabor list. ea. mnth. u..678 Part 6: Importing and Exporting Data DailyMultiplier=[#] Select an integer to use as a multiplier when exporting/importing daily P3 3.. and bbb will be added to the default list above..x will be four days. cyd. mds.. wk.Project Management . md.x to determine whether to categorize a resource in the Project Management module as labor. yrd. days... yds. and lb..x: If a duration is 40 hours in the Project Management module and the daily multiplier is set to 10. in. nonlabor.. use commas to separate each string. wks. d. In the following example. unit.x projects. ft. mhs. If a resource in P3 3. If a resource in P3 3. sqft. Material=[unit of measure] Specify unit of measure strings to add to the default material list. yard. day. a1.. hrs. in. hour. m. yd. cyd.

md.pd..pd.days.hr.pds.hrs.. set to 2 to convert blank resource unit of measure fields to material resources.rd. The default setting is 1. Primavera .lbs BlankIsLabor=[0.rhs...mh.mds.hour.hr..bbb NonLabor=hrs.. rh.rhs. HourlyRemove=[comma-delimited string] Specify resource unit strings to be removed from the default list of units treated as hourly.ph. DailyRemove=[comma-delimited string] Specify resource unit strings to be removed from the default list of units treated as daily.Project Management .rd. set to 1 to convert blank resource unit of measure fields to labor resources.md.. Material=lb.h.phs..rh... the unit strings a1.hr.mh.hrs..pds. rds. The default string for Daily = d.phs.mhs. test..bbb The default string for Hourly = h. and bbb are treated as hourly units: [Resource Units] HourlyAdd=a1. HourlyAdd=[comma-delimited string] Specify resource unit strings to be added to the default list of units treated as hourly.test.day. DailyAdd=[comma-delimited string] Specify resource unit strings to be added to the default list of units treated as daily.test..1.2] Set to 0 to convert blank resource unit of measure fields to nonlabor resources in the Project Management module. In the following example.rds.mhs..Transferring Data Between P3 and the Project Management Module 679 [Resource Units] Labor=a1.ph.mds.d.

yard=cy. all abbreviations of cubic yard listed in the unit of measure string will convert to the standard cubic yard (cu. kf Primavera . yard) unit of measure defined in the Project Management module: [UOM Mapping] UOM1 =cu. cuy.Project Management . In the following example. cuyd.680 Part 6: Importing and Exporting Data [UOM Mapping] UOM1=unit of measure=unit of measure string Specify the units of measure used in P3 that are equivalent to the unit of measure specified in the Admin Categories in the Project Management module.

1 to a Project Management module user using the import process described in “Importing Projects” on page 547. This section describes how transfer project and resource information from the Project Management module for use with Primavera Contractor 5.1 user by exporting XER files. You cannot export data for use with Primavera Contractor 4. Primavera’s proprietary exchange format. you can transfer data from Primavera Contractor 4.0 or 6.681 Transferring Data to Primavera Contractor Users In this chapter: Exporting Projects Exporting Resources Data can be transferred from a Project Management module user to a Primavera Contractor 5. however.0 or 6.1.1. .

then click Next.1 or later. Choose Project as the export type. Export. Primavera . Select export type and project Open the project(s) in the Project Management module you want to export. or 5. Use the Export wizard to export Project Management module projects to Primavera Contractor 5. then click Next.682 Part 6: Importing and Exporting Data Exporting Projects For more information about importing Primavera Contractor XER files.0. Choose File. The Export wizard guides you through the steps for exporting projects.1 XER files.0 or 6. then click Next. Choose Project as the export type. Choose Primavera Contractor 6. see “Importing Projects in XER Format with the Import Wizard” on page 550.Project Management .

Project Management . Lists only projects that are currently open in the Project Management module. Click to select the location where the file will be stored. the file is stored in the My Documents folder of the current user. To specify the location where the file will be stored. Specify filename and location Type a name for the XER file.Transferring Data to Primavera Contractor Users 683 Mark the Export checkbox next to the project that you want to export. If you do not specify a folder. Click Finish to export the project to a single file with an XER extension. Click Next. You can only select one project to export. You can only export one project at a time. Primavera . click the Browse button.

Project Management . To enable Primavera Contractor to import an XER file exported from the Project Management module.684 Part 6: Importing and Exporting Data Data not available in Primavera Contractor Primavera Contractor does not contain some of the functionality available in the Project Management module. the following data is contained in the XER file but not imported into Primavera Contractor: • • • • • • • • • • • • • • • • Budget data EPS Codes Financial periods Funding data Issues Issue Codes Manual resource curves Multiple critical float paths Past period actuals Portfolios Project Codes Resource Shifts Risks Roles Thresholds Work products and documents Primavera .

Export resource data In the Project Management module. then click Next.0 or 6. use the Import wizard to bring XER files into the Project Management module. Use the Export wizard to export Project Management module resources to Primavera Contractor XER files. Primavera . The Project Management module enables you to export only the resources in your resource hierarchy to Primavera Contractor 5.Project Management . Then. Choose Resource Only as the export type.Transferring Data to Primavera Contractor Users 685 Exporting Resources For more information about importing Primavera Contractor XER files. see “Importing Roles or Resources” on page 567.1 XER files.1 or later. The Export wizard guides you through the steps for exporting projects. choose File. or 5. then click Next. choose Resource Only as the export type and click Next. Export. Choose Primavera Contractor 6.0.

the file is stored in the My Documents folder of the current user. click the Browse button. To specify the location where the file will be stored. Primavera .Project Management . If you do not specify a folder. Click to select the location where the file will be stored. Click Finish to export the resources to a single file with an XER extension.686 Part 6: Importing and Exporting Data Type a name for the XER file.

266 Active project status 87. publishing to Web site 525 level of effort type 216 milestone type 216 overview 212 primary resource 218 prioritizing for leveling 335 profile 41 relationships. 93 WBS elements 147 Activities 211–256 adding 213 expenses to 241 in Activity Network 214 steps to 246 assigning activity codes to 241 notes to 243 resources to by role 231 auto compute actuals. 429 assigning relationships using 226 including/excluding tabs 215 modifying tabs 229 displaying Activity Details for assignments 229 dissolve 226 duration entering 219 type 318 units. and resource units/time. assigning 230 responsible OBS 218 resume 320 selecting WBS element for 218 setting default type 97 Spreadsheet 40 step templates assigning to activities 250 creating 248 steps 116. setting 306 calendar. establishing 223 resource dependent type 216 resources and roles. synchronizing 318 entering at completion duration estimate 220 start and finish dates for 220 expected finish date 220 float free 221 total 221 labor units 222 layouts. expenses 264. 301 defining general information for 215 schedule information for 219 Details 40. creating global 202 cost 222 critical 99 dates 300. specifying 218 codes 201–209 assigning 241 converting project to global 206 creating EPS 203 global 202 project 205 values 205 grouping and summarizing by 207 values. 427 grouping and summarizing using codes 179 using to add activities 212–213 task dependent type 216 .687 Index A Access rights 87 Accrual types. 246 converting to template 249 suspend 320 Table 40.

146 start date 95. identifying 216 update with duration percent complete type 315 physical percent complete type 316 units percent complete type 316 updating manually 314 progress for all 306 Usage Profile 429 customizing 470 formatting 470 modifying 464 Usage Spreadsheet 427 WBS summary type 216 Activity Details 40 Activity Network 40. changing 453 user-defined date fields 186 Baselines columns. setting 55 Auto compute actuals 298 setting by activity 306 by resource 307 for expenses 307 Averaging timescale 451 B Backward pass 328 Bar Chart tracking layout 383 Bars adding and deleting 452 current 179 necking 454 summary 179–180. calculating automatically 120. showing comparison with current project in layout 288 compare using Schedule Comparison 393 comparing 286 displaying activity bars 288 editing 288 managing 281–288 modifying 288 saving 282 schedules. 340 Assistance options. 428 adding activities in 212. manually planning 235. 462 opening saved layout 463 saving 463 activity Owner 230.688 Index type. 298. 146 API xiv Apply actuals 322 setting as a job service 323 Approved status for budget changes 167 Arithmetic operators 256 Assign button 177 Assigning estimation weights to activities 157 Assigning estimation weights to WBS elements 156 Assignment costs calculating with time-varying resource rates 337 recalculating for roles 337 Assignments. 209 timescale. 299 Activity step templates assigning to activities 250 creating 248 Activity Table 40 Activity Usage Profile 41 Activity Usage Spreadsheet 40 Actual finish date 300 start date 300 units. 214 box template choosing 461 customizing 461 copying from another layout 463 formatting layout 460. 267 Actual dates setting for updated activities 305 Anticipated finish date 95. adding to text cells in reports 491 Budget changes approved status 167 not approved status 167 pending status 167 tracking 167 creating a layout for budget and variance comparison 172 defining 159–172 distributing to projects 160 establishing 163 fund share percentage 170 recalculating based on changes 167 setting up monthly spending plan 165 summary 168 top-down 160 tracking and analyzing 172 using WBS 140 Budgeted cost expense 264 . comparing with current 288 update with new data 290 Benefit plan 166 Borders.

specifying 261 setting default for project 97. 328 start 300. changing 448 copying format from another layout 447 fonts. 272 at completion 222 information. date 301 Contract Manager importing data 534 link to Project Management 529–536 Cost accounts 257–270 copying and pasting 261 creating 259 cutting and pasting 262 deleting 261 editing 260 overview 258 replacement. setting maximum float to detect 99 Critical path method scheduling technique 328 Currency associating with resources 120 selecting view 53 showing/hiding 53 Curtain attachment manually shifting 458 Custom color. 146 start 95. editing 447 user preference 57 Command bar 37 Comparing projects and baselines 393 Complexity. 301 external early start 301 External late finish 301 . 96. 173–182 resource 125 Columns adding 447 colors. 328 entering start and finish for activities 220 expected finish 220.Index 689 percent of threshold 361 C Calendars applying exceptions 196 changing workweek hours 196 creating 191–197 deleting 197 global 120. creating 192 resource 120. defining 492 Custom fields indicators 188 Custom text cells 487 adding to reports 488 identifying in the report canvas 482 Customer support xviii D Data date 95. 192 setting default 97 yearly 195 Categories expense 265–266 Cell borders 491 Cells copying (or cutting) and pasting 494 removing from reports 494 Check-in/check-out projects 415–422 Close button 177 Codes activity 201–209 project 74. projects 79 Concatenation 256 Constraint. 484 defining layout options for 485 embedding 484 identifying in the report canvas 482 Database administrator 23 Dates actual finish 300 start 300 anticipated finish 95. 298 dragging line to change 302 selecting for scheduling 322 selecting with Update Progress 304 updating activities using 306 Data sources adding to reports 483. changing 448 indicators. 192 modifying 194 project. 260 Cost managers 25 Cost performance index threshold 361 Costs analyzing 268. view in 190 modifying 446 removing 447 row height. entering 263 specifying amounts for expenses 267 Critical activities. 146 constraint 301 early finish 300. changing 448 titles.

165 overview 68 project codes 174 setting up 67–101 WBS 140 EPS activity codes. 263 assignment. 366 Details tabs. 266 actual cost 264 adding 241. creating 203 Estimate project complexity 79 Estimate-to-complete (ETC). Expenses 257–270 accrual types 264. See Contract Manager. 328 Earned value calculating using weighted WBS milestones 149. 318 E Early finish date 300. entering 220 default 220 entering 219 percent complete type 315 percent of planned 362 planned 219 remaining 219. techniques for calculating 153 Exceptions. 301 Expedition. 315 synchronizing with units and resource units/ time 318 types 97. 150 choosing completion percentage method for calculating 153 cost 152 defining settings for WBS elements 152 performance. 375–379 adding 376 assigning to WBS elements and activities 379 categories 245 deleting records 377 number for expense 266 opening 378 specifying location references 378 viewing 376 Duration at completion estimate. applying to calendar 196 Exclusive access 87 Expected finish date 220. setting for 307 . 145. 328 start 300. including/excluding 92. measuring using 268 using a baseline.690 Index finish 300 forecast start 328 formatting 52 late finish 300. changing 265 auto compute actuals. 104 opening 87 root 77 setting budget estimates for 160 spending plan 161. 328 start date 300. choosing value for calculating 289 E-mail sending about an issue 354 transferring information 54 Endpoints. showing/hiding 53 Default duration 220 global calendar 192 project cost account 260 scheduling settings 328 startup window. 216. modifying 454 Enterprise project structure access and privileges to 72 adding projects to 77 defining details 92 funding 170 linking projects through activity relationships 223 moving around in 70 nodes adding 75 deleting 90 leveling priority 94 OBS element for 93. 177 Directory bar 37 displaying 38 Displaying the directory bar 38 Displaying the navigation bar 39 Dissolve activities 226 Distributed job services 344 Documentation. using xv Documents 245. 328 planned finish 300 start 300 remaining finish 300 start 300 resume 301 start 300 suspend 301 update actual 315 Decimals. setting 56 tracking layouts 356.

changing 449 Global activity codes 201 calendar 120. defining 266 document number 266 overview 258 planned cost 241. 264 price/unit 264 summary report 268 Export format P3 644 XER 540. specifying 267 customizing columns in Activity Details 241 details. 363 total 221. XER format 574 projects as a job service 542 P3 format 644 XER format 540 XML format 543 resources 545. 574 XML 543 methodologies. 328. 264 calculating actual and remaining units automatically 267 categories 265–266 costs. viewing 243 Field data cells 487 adding to reports 488 identifying in the report canvas 482 title cells 487 adding to reports 488 identifying in the report canvas 482 Filter 435–444 by project code 181 combining 444 creating. 328. layout 385. 433 Exposure values. changing 454 bars. 363 Function points calculating unadjusted values 274 using to perform top-down estimations 273 Funding defining sources 169 viewing total 170 Future period bucket planning 235 create layout 237 display spreadsheet fields 237 guidelines 236 manually enter values 240 updating assignment data 340 Future periods. 576 roles 545. 192 change . calculating 370 External early start date 301 External late finish date 301 startup 64 timesheets by status 310 user-defined. setting month for start of 99 Float calculating multiple float paths 330 free 221. 340 F Feedback. 328. changing 457 bar label. setting default size 455 summarizing using codes 179 text attachments. 362 Finish to finish relationship 223 Finish to start relationship 223 Fiscal year. manually planning 235. user-defined 442 deleting 389 user-defined 443 global 441 nesting criteria 442 removing 443 risks 373 selecting 441 G Gantt Chart 40. displaying 458 formatting using user-defined dates 186 grouping by code 179 legend. displaying 459 timescale. necking 454 creating and viewing relationships in 225 curtain attachments.Index 691 budgeted cost 241. 364 Forecast start date 328 Forward pass 328 Free float 221. 576 Export. displaying 455 notebook items. showing or hiding 456 notebook items. 428 applying settings from another layout 453 background lines. formatting 452 bars. creating 442 using project status 87 Financial periods in columns 57 user preference 57 Finish date 300.

445–471 exporting 433 Gantt Chart 428 grouping and summarizing by codes 207 headers/footers. 428. 347 L Labor units 222 Lag time 223–226 Language. 331. 366 defining details for 353 sending e-mail about 354 viewing history of 355 J Job Service exporting projects 542 Job service 323. adding 511 Hierarchies activity codes 202 cost account 258 EPS 77 funding 169 OBS 104. setting 36 Late finish date 300. defining for image cells 489 project 78 projects as methodologies 583 P3 files 653 XER files 550 XML files 557 projects.692 Index using indicators 190 filters 441 reports 475 Global change 253 Arithmetic operators 256 modifying statement 254 text fields. 588 Inactive project status 87. XER files 578 . 244. 369 links. adding to image or text cells 493 settings. 578 XML 557 layout 385. 106. 588 roles 567. 328 start date 300. 112 project code 174 resource 117 roles 128 WBS 139 HTML 517 editing features 96. 328 Layouts Activity Details 429 Network 212. working with 188 Issue navigator 352. combining 256 using arithmetic with 256 using with user-defined fields 186 Group 435–444 band. 93 WBS elements 147 Indicators. 433 methodologies. adding 511 I Image cells adding HTML links to 493 to reports 488 defining HTML settings for 489 layout options for 489 Import format P3 653 XER 550. 508 distributed 344 non-distributed 343. command line XER files 562 resources 567. 347. 460 Table 212. 343. customizing appearance of 180 by activity codes 207 by hierarchical item 438 by project code 179 by WBS path 144 customizing 437 using interval 438 using resource codes 127 H Headers/footers. 427 Usage Profile 429 Usage Spreadsheet 427 adding 432 budget and variance comparison 172 create for future period bucket planning 237 customizing 373. 357 Issues 351–366 adding 352 default tracking layouts for 356.

618. copying resource spreadsheet data to 434 Microsoft Project files exporting projects 594. 366 filtering 388 global 384 types 426 working with 425–434 Left margin. 335 setting resource availability limits to 122 Level of effort activities 216 Limits setting resource availability 121 setting role availability 131 using for delayed resource start 122 Line cells adding to reports 490 defining layout options for 490 Location references for documents 378 Log file. using in Report Editor 481 Legend printing 513 showing or hiding in Gantt Chart 456 Level 295–336 priorities. entering for 123 O OBS chart 107 creating and adding elements 109 deleting element 113 editing elements 112 element assigned to activity 218 establishing for EPS node/project 93 hierarchy 112 M Mail preferences. 39 Network administrator 23 Nodes adding to EPS 75 OBS 105. selecting 39 N Navigation bar 37. 628 exporting resources 602 importing projects 607. 523. XER format 574 importing from projects 583 XER files 578 transferring to other Project Management module users 573. 591 Methodology Management module importing methodologies 79–86 overview xiii Microsoft Excel. setting 511 Material resource 120 Menu bar 37 . defining 510 previewing 514 printing 509 publishing to project Web site 520. setting 94. creating for tasks 56 Login name entering 32 Timesheets 123 Logo adding to a header or footer 512 shortcuts 39 Methodologies exporting. opening 44 saving 432 Trace Logic 431 tracking 381–389 assigning to thresholds 366 creating 382 default for issues 356. setting 54 Margins. 525 Resource Usage Profile 430 Spreadsheet 430 sample.Index 693 HTML format 517 importing 433 opening 432 sample 44 overview 40 page settings. 109 Nonlabor units 222 Not approved status for budget changes 167 Notebook EPS node and project 96 topics 243 Notes assigning to activities 243 resources. 638 importing resources 618 Microsoft Project-managed projects See MSP-managed projects Milestones activities 216 WBS 149 MSP-managed projects xiv exporting to XER files 538 importing 610 Multiple items.

using to perform top-down estimations 272 Priority definitions for leveling 336 leveling number 334 Private location reference.694 Index identifying when adding a new project 77 responsible 72 root 75. entering 378 Profiles Activity Cost 270 Usage 429. 300 WBS elements 147 Planned duration percent of threshold 362 PLF files 385 Portfolios setting access to 35 PPM. setting 60 Resource Usage 430. 220. updating 298 Overtime units 317 Overview 26–30 P P3 projects exporting 644 data not converted 652 special considerations 648 importing 653 advanced conversion options 677 data not converted 676 special considerations 667 P6 Web Access. 110 setting up 103–113 table 108 viewing 107. 316 Planned cost expense 264 percent of threshold 361 duration entering 219 finish date 300 project status 93 start date 95. 150 Physical percent complete 116. 69 Progress estimating 298 See Update. 314 estimating for updated activities 305 physical 116. overview xiii Page settings. 470 data options. Out-of-sequence activities. See Project Portfolio Management Predecessor relationship 226 Preserve early and late dates during leveling 335 Preview layouts 514 reports 514 Price per unit 305 Price/time for activities without resources 100 Price/unit expense cost 264 setting 122 Primary resources 116. calculating using weighted WBS milestones 149. changing 449 Program manager 24. 110 Opening the module 32 Operations executive 24. 243 role 133 Primavera Contractor. See OBS. 218. 468 timescale. 69 Options bar 42 Organizational breakdown structure. Progress Spotlight 302 Project Architect Wizard 79–86 Project codes 74. 106. 173–182 adding values to 175 assigning to projects 96 values 177 . 247 setting default type 97 types 221 Performance percent complete. defining 510 Password changing 58 entering 32 Pending status for budget changes 167 Percent complete based on activity steps 100 calculating using weighted steps 247 calculation types 217. 109 security profile for 104. exporting projects for use with 681 Primavera proprietary format 416 Print Preview 514 Printing 509–518 headers/footers 511 layouts 515 legend 513 page settings. defining 510 reports 515 Prior experience.

setting 50 tracking 381–389 updating 295–336 viewing document library 376 Public location reference. 93 summarizing 74. 69 Project Portfolio Management 22 Project Portfolios selecting 33 Project Web site adding layouts 523 reports 523 customizing appearance 524 overview 520 publishing 522 schemes 524 system requirements 521 ProjectLink export considerations 538 import considerations 610 overview xiv Projects access rights to 87. 522 R Rate source 233 Rate type 338 Recalculate Resource Costs 337 Recipient adding to e-mail list 354 removing from e-mail list 354 Reflection 299 creating 409 guidelines 413 merging changes 412 . 104 activity codes. command line XER files 562 leveling priority 94 link to Contract Manager project 532 linking with activity relationships 223 maintaining document library 375–379 managing 30 managing remotely 416 OBS element for 93 opening 70. 180.Index 695 chart 176 defining 175 filtering by 181 grouping by 179 scoring 176 summarizing by 180 weighted 176 Project complexity 79 Project controls coordinator 24. 638 P3 files 653 XER files 550 XML files 557 importing. entering 378 Publishing project Web site 520. creating 205 adding to EPS 77 assigning relationships between 226 check-in/check-out 415–422 coding 175 compare using Schedule Comparison 393 controlling 29 cost accounts 257–270 creating using Project Architect Wizard 79 defining EPS details 92 deleting 90 duration. 618. 30. 87 planned start date 95 planning overview 29 publishing on the web 519–526 scheduling 322–328 spending plan 161. 571 to Primavera Contractor users 681–686 using Microsoft Excel files 627–641 using Microsoft Project files 593–617 Project Management process overview 26 roles 23 Project Management module importing Contract Manager data 534 link to Contract Manager 529–536 overview xii Project manager 24. 628 P3 format 644 XER format 540 XML format 543 importing 78 Microsoft Project format 607. 69 Project data transferring between P3 and the Project Management module 643 to other Project Management module users 537. 341–350 options 342 time units. 165 status 87. setting 50 end date 95 exclusive access to 87 expenses 257–270 exporting Microsoft Project format 594.

entering 219. 478 customizing 473–507 editor 474 expenses summary 268 global 475 variables. showing or hiding in Gantt Chart 455 modifying 225 types and lag 223 viewing in Gantt Chart 224 Remaining duration. 486 variable or custom text cells to 488 batch setting as a job service 508 setting up 507 creating with Report Wizard 476. duration. 434 Resource costs. using the 481 ruler. and units/time based on activity duration type 63 choosing defaults for 63 grouping and sorting 339 manually planning 235 manually updating 340 preserving the units. viewing in 186 wizard 474 Resource price per unit 305 updating 305 Resource assignments calculating the units. or standard rate 120 breakdown structure (RBS) 117 calendar 120 choosing as rate source 233 codes 125.696 Index overview 408 previewing and choosing changes 410 Relationships assigning between projects 226 using Activity Details 226 creating in Gantt Chart or Activity Network 225 deleting 225 establishing 223 lines. adding 511 HTML format 517 indicators. calculating automatically 267 Remaining duration estimating for updated activities 305 Report canvas. working with 481 sorting 495 user-defined fields. adding 511 groups 506 headers/footers. view in 190 modifying 478 opening 475 overview 474 page settings. duration. and units/time for 63 viewing 339 Resource Assignments window 234. recalculating 337 Resource curves 135 assigning to resource or role assignments 234 deleting 137 modifying 136 removing from a resource or role assignment 234 Resource rates calculating costs with multiple 338 time-varying 337 Resource spreadsheet data. 126 customizing columns in Activity Details 230 defining 115–134 . 484 field title or field data cells to 488 image cells to 488 line cells to 490 rows to 483. 69 Resources adding 118 assigning roles to 133 to activities 230 to activities by role 231 auto compute actuals. using the 481 Reports adding background images to 494 borders to text cells in 491 data sources to 483. 315 finish date 300 start date 300 units. setting 307 availability. defining 510 previewing 514 printing 509 removing background images from 494 cells from 494 rows from 486 Report Editor. using in Report Editor 481 Report Editor left margin. copying to Microsoft Excel 434 Resource Usage Spreadsheet display fields for future period bucket planning 237 Resource/cost manager 25.

464. 318 Usage Profile 41.Index 697 dependent activities 216 exporting 545. 220. Security profiles associated with OBS elements 110 Shifts resource 124 Shortcut menus 39 Sight lines 457 Software Development Kit xiv Sort 435–444 Spending plan EPS nodes and projects 161 establishing 165 tally 165 Spotlight activities See also Progress Spotlight. Resume activity progress 320 Resume date 301 Risks adding 368 types 372 calculating exposure values 370 impact 371 customizing layout 373 deleting types 372 filtering 373 managing 367–373 Role assignments choosing defaults for 63 manually planning 235 manually updating 340 Roles add rates to 130 adding 129 analyzing use 232 assigning to activities 230 choosing as rate source 233 defining 115–134 exporting 545. 392 SDK. 218. 588 limits defining 131 setting options for viewing 61 overview 116 primary 133 recalculating costs 337 removing from activities 231 setting up 128 units/time 132 using as resource assignments 231 viewing 128 Root EPS node 77 OBS 75. 576 importing 567. using in Report Editor 481 S Sample layouts 44 Schedule 295–336 automatically 331 backward pass 328 data date 95 defining activity information for 219 forward pass 328 performance index threshold 363 projects 320–328 setting as a job service 331 using forecast start date 328 variance index threshold 364 threshold 363 Schedule Comparison comparison data 400 overview xiv. 468 Spreadsheet 41. . See Primavera Software Development Kit. 486 copying (or cutting) and pasting 486 removing from reports 486 Ruler. 430 Stacked Histogram 466 viewing 117 Responsibility list. 106 Rows adding to reports 483. 430. 243 recalculating costs 337 replacing assignments 230 setting limits for 121 user preferences for analysis 469 shifts 124 Timesheets settings for 123 units and prices 121 units/time 122. viewing for OBS 111 Responsible manager WBS 146 See OBS. 576 Microsoft Project format 602 hierarchy 117 importing 567. 465. 588 Microsoft Project format 618 labor classification 120 leveling 333–334 overview 116 price/unit 122 primary 116.

227. setting 60 Resource Usage 430 timescale. setting 123 Timesheets module 243 overview xiii Toolbars 37 Top-down budgeting 160 Top-down estimation 155.698 Index Spreadsheets Activity Cost 269 Usage 427 data options. 364 Trace Logic 41. identifying in the report canvas 482 defining layout options for 490 formatting text in 491 identifying in the report canvas 482 Thresholds 351–366 adding 358 assigning tracking layout to 366 monitoring 365 parameter definitions 361 Time formatting units 50–52 Timescale changing increment for progress update 302 Timescale. 223 Starting the module 32 Startup filters 64 options. 69 member 25. 271–277 applying 275 applying saved estimations 276 deleting 277 using function points 273 using prior experience 272 viewing 276 Total Degree of Influence (TDI) 275 Total float 221. 223 Start to start relationship 216. setting 56 Status activity 220 approved for budget changes 167 check-in/check-out 416 not approved for budget changes 167 pending for budget changes 167 project 87. Task dependent activities 216 Team leader 25. 209 budget 168 expenses report 268 Suspend activity progress 320 Suspend date 301 T Tabs. 431 Tracking layouts 381–389 assigning to issues 356–357 thresholds 366 creating 382 filtering 388 global 384 publishing to Web site 525 . 69 Technical support xviii Text cells adding borders to 491 adding HTML links to 493 changing background color 492 custom. 93 Step adding to activities 246 assigning templates to activities 250 converting to template 249 creating templates manually 248 weights 116 Successor relationship 226 Summarize by activity codes 207–209 by project codes 180 how the module summarizes data 349 manually 343 projects 74. modifying Activity Details 229 Tailoring a methodology 83 Tally benefit plan 166 spending plan 165 Target. selecting 123 updating activities using 309 Timesheets application single login name for. 328. overview 311 Timesheets approving 309 establishing resource settings for 123 filtering by status 310 login name. 98. changing 449 Start date 300 variance threshold 363 Start to finish relationship 216. 180 setting as a job service 343 to WBS level 141 using resource codes 127 Summary bars 179–180. See Baselines. adjusting 449 Timesheet Approval.

switching between hierarchy and list 42 W WBS 139–154 access rights to levels 104 active elements 147 adding an element to 145 category value. viewing and modifying 142 defining earned value settings for 152 deleting elements 147 editing elements 146 inactive elements 147 milestones 149 planned elements 147 planning and budgeting using 140 responsible manager 146 selecting element for activity 218 viewing 142 what-if elements 148 WBS summary activities 216 Weight activity steps 247 assigning to WBS 155 estimation assigning to activity 157 assigning to WBS 156 using in top-down estimation 155 WBS milestone 150 Weighted codes 176 What-if project status 87. 79 implementing 55 new activity 55. cost threshold 362 negative 161 schedule index threshold 364 threshold 363 start date threshold 363 Viewing resource assignments 339 Views. communicating progress 297 determining frequency 297 guidelines for process 299 manually 314 process 296 progress automatically 308 for all activities 306 progress for spotlighted activities 304 project progress 295–336 using manual and update progress methods together 305 using timesheets 309 User preferences. 118 overview 46 Project Architect 79–86 report 474. 478 using 46 V Variable cells 487 adding to reports 488 identifying in the report canvas 482 Variance accounting threshold 361 at completion threshold 364 between planned budget and spending plan 165 comparing current and target dates 288 . 476. 213 new resource 55.Index 699 Transferring information through e-mail 54 U Unadjusted Function Point Count (UFP) 274 Units percent complete type 315 regular and actual 317 Units/time formatting 50 maximum 122 maximum. working with 188 cost threshold 362 creating layout to show budget estimate 172 finish date threshold 362 index. 93 WBS elements 148 Wizards assistance options 55 create a new project 77. assigning 151 chart. for roles 132 setting default 120 Update activities with duration percent complete type 315 physical percent complete type 316 units percent complete type 316 actual dates 315 analyzing data from 297 baselines 290 choosing a method 298 collecting data for 296 cycle. setting up 49–61 User defined fields using with Global Change 255 User-defined fields 183–190 indicators.

576 roles 545. Work hours defining 195 Work products 245. 576 importing methodologies 578 projects 550 projects as methodologies 583 resources 567. command line projects 562 XML files exporting projects 543 importing projects 557 .700 Index Work breakdown structure. See WBS. 375–379 adding 376 assigning to WBS elements and activities 379 categories for 245 deleting records 377 opening 378 specifying location references 378 viewing 376 Workspace. 588 roles 567. overview 37 X XER file format 416 XER files exporting methodologies 574 MSP-managed projects 538 projects 540 resources 545. 588 importing.

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